Retention champions in Wisconsin in 2026 so far, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of July 7, 2026, the top 3 include Timothy Holdmann (Accunet Mortgage LLC, NMLS #1593146), Jerome Serketich (Accunet Mortgage LLC, NMLS #260940), and James Kane (Thompson Kane & Company, Inc., NMLS #280777).
Updated · Recorded mortgage transactions typically appear in this dataset approximately 22 days after the recording date.
| Rank | Loan officer | LO NMLS | Current Lender / Broker | Lender NMLS | Location | Retained Volume | Retained Loans | Retention Rate |
|---|---|---|---|---|---|---|---|---|
| #1 | Timothy Holdmann | 1593146 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $16.4M | 44 | 88.0% |
| #2 | Jerome Serketich | 260940 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $12.1M | 37 | 90.2% |
| #3 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $11.7M | 32 | 34.4% |
| #4 | Tammy Klemmer | 747127 | JOHNSON BANK | 463046 | Brookfield, WI | $17.7M | 28 | 93.3% |
| #5 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $11.7M | 27 | 87.1% |
| #5 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $9.0M | 27 | 81.8% |
| #5 | Michael Zilli | 233940 | Fairway Independent Mortgage Corporation | 2289 | Fitchburg, WI | $11.8M | 27 | 81.8% |
| #8 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $9.2M | 26 | 31.0% |
| #9 | Bradley Kramer | 1196031 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.1M | 24 | 82.8% |
| #9 | Jason Weber | 275447 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.1M | 24 | 70.6% |
| #11 | Craig Stanislaw | 400618 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $10.7M | 23 | 82.1% |
| #11 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $9.5M | 23 | 79.3% |
| #11 | Rick McKinley | 506801 | University of Wisconsin Credit Union | 411231 | Madison, WI | $8.3M | 23 | 74.2% |
| #14 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $9.1M | 22 | 75.9% |
| #14 | Jacob Salemi | 678222 | Epic Mortgage Processing LLC | 2404936 | Hampshire, IL | $7.6M | 22 | 62.9% |
| #14 | Robert Bartel | 271670 | Executive Mortgage, LLC | 271650 | Green Bay, WI | $6.8M | 22 | 71.0% |
| #14 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $8.1M | 22 | 61.1% |
| #18 | Todd Simon | 766424 | Ark-La-Tex Financial Services, LLC | 2143 | Brookfield, WI | $8.0M | 21 | 67.7% |
| #19 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $7.4M | 20 | 80.0% |
| #19 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $4.9M | 20 | 57.1% |
| #21 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $5.5M | 19 | 76.0% |
| #22 | Peter Radjenovich | 283702 | Guild Mortgage Company LLC | 3274 | Greenfield, WI | $4.6M | 18 | 85.7% |
| #22 | Thomas Counsell | 1008213 | CME Lending Group LLC | 1248883 | Brookfield, WI | $7.6M | 18 | 58.1% |
| #24 | James Pope | 755964 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $13.5M | 17 | 65.4% |
| #24 | Jamison Kaul | 879044 | Fairway Independent Mortgage Corporation | 2289 | Mequon, WI | $5.1M | 17 | 58.6% |
| #24 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $8.8M | 17 | 89.5% |
| #24 | Ryan Smith | 287314 | Guild Mortgage Company LLC | 3274 | Madison, WI | $5.6M | 17 | 70.8% |
| #24 | Jacob Schoemann | 403002 | Ixonia Bank | 423065 | Brookfield, WI | $6.5M | 17 | 56.7% |
| #29 | Brian Hofmann | 1114622 | Mortgage Nerds, LLC | 1946237 | Appleton, WI | $6.3M | 16 | 47.1% |
| #29 | Isaac Haight | 1705180 | University of Wisconsin Credit Union | 411231 | Madison, WI | $5.6M | 16 | 66.7% |
| #29 | Scott Berg | 280360 | NATIONS LENDING CORPORATION | 32416 | Waukesha, WI | $5.1M | 16 | 61.5% |
| #29 | Scott Halverson | 400674 | A+ Mortgage Services, Inc. | 259353 | Delafield, WI | $6.8M | 16 | 50.0% |
| #33 | SARA HEBERT | 1540309 | Nicolet National Bank | 411069 | Appleton, WI | $7.4M | 15 | 62.5% |
| #33 | Jason Stampfli | 282831 | Stampfli Mortgage LLC | 1598803 | Verona, WI | $5.1M | 15 | 71.4% |
| #33 | Philip Mears | 400555 | Wells Fargo Bank, National Association | 399801 | Appleton, WI | $3.7M | 15 | 55.6% |
| #33 | Benjamin Hoffman | 976743 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $5.8M | 15 | 55.6% |
| #33 | Mark Joswick | 515897 | Altra Federal Credit Union | 457287 | La Crosse, WI | $4.7M | 15 | 78.9% |
| #33 | Troy Magestro | 555773 | University of Wisconsin Credit Union | 411231 | Madison, WI | $5.7M | 15 | 60.0% |
| #33 | Mark David | 241449 | Bank CMG | 491916 | Brookfield, WI | $4.4M | 15 | 41.7% |
| #33 | Charles Sindelar | 915408 | JPMorgan Chase Bank, National Association | 399798 | Brookfield, WI | $4.5M | 15 | 65.2% |
| #33 | Christian Gridley | 326449 | Bank of New Glarus, The | 619812 | Madison, WI | $6.3M | 15 | 78.9% |
| #33 | Jared Johnson | 642035 | Royal Credit Union | 543781 | Eau Claire, WI | $5.8M | 15 | 51.7% |
| #33 | John Warren | 1990435 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $5.3M | 15 | 60.0% |
| #44 | Mary Ann Scheel | 296822 | Great Midwest Bank, SSB | 249067 | Greenfield, WI | $4.3M | 14 | 93.3% |
| #44 | Nicholas Wurzer | 282497 | NATIONS LENDING CORPORATION | 32416 | Green Bay, WI | $4.9M | 14 | 82.4% |
| #44 | Eric Reed | 1110784 | Ixonia Bank | 423065 | Brookfield, WI | $4.5M | 14 | 77.8% |
| #44 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $4.6M | 14 | 66.7% |
| #44 | William Moeller | 536570 | Bank Five Nine | 410817 | Oconomowoc, WI | $4.7M | 14 | 70.0% |
| #44 | Jason Weitzel | 744187 | JOHNSON BANK | 463046 | Kenosha, WI | $5.6M | 14 | 87.5% |
| #44 | Kalliope Orlando | 282299 | NewRez LLC | 3013 | Downers Grove, IL | $5.9M | 14 | 48.3% |
These rankings are powered by MMI's nationwide residential mortgage public record dataset. MMI collects mortgage transaction data from recording jurisdictions across the United States, with an average data latency of approximately 22 days from the recording date.
Transactions are matched to NMLS identifiers for loan officers, lenders, and brokers where applicable. MMI then deduplicates, normalizes, and validates this data to create an authoritative mortgage production dataset that powers MMI's analytics, recruiting, marketing, and intelligence products.
Rankings reflect recorded mortgage transactions available to MMI at the time of the last data refresh. Recent activity may continue to update as additional transactions are recorded and processed.
TopMortgageOriginators.com. Retention Champions by Loan Count — Wisconsin. Powered by MMI public record mortgage production data, accessed July 7, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-units
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