Retention champions in Wisconsin in 2023, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of May 28, 2026, the top 3 include James Kane (Thompson Kane & Company, Inc., NMLS #280777), Jane Johnson (The Northwestern Bank, NMLS #500888), and Brian Armstrong (PremierBank, NMLS #489497).
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 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $6.8M | 22 | 56.4% |
| #1 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $3.2M | 22 | 59.5% |
| #1 | Brian Armstrong | 489497 | PremierBank | 470214 | Fort Atkinson, WI | $1.8M | 22 | 95.7% |
| #4 | Julie Peot | 441412 | UnitedOne Credit Union | 439833 | Manitowoc, WI | $1.3M | 21 | 55.3% |
| #5 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $7.5M | 19 | 82.6% |
| #5 | Kari Johnsrud | 441414 | UnitedOne Credit Union | 439833 | Manitowoc, WI | $701K | 19 | 63.3% |
| #5 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $6.1M | 19 | 54.3% |
| #8 | Michael Fohey | 718442 | Community State Bank | 637607 | Union Grove, WI | $4.1M | 18 | 81.8% |
| #8 | Andrea Kaehny | 553658 | Horicon Bank | 434805 | West Bend, WI | $2.4M | 18 | 78.3% |
| #10 | Sharon Phillips | 466938 | The First National Bank & Trust Company | 422083 | Monroe, WI | $542K | 16 | 84.2% |
| #11 | Dale Milkie | 428563 | Fox Communities Credit Union | 402968 | De Pere, WI | $963K | 15 | 75.0% |
| #11 | Jessica Duren | 709652 | CAPITOL BANK | 520881 | Madison, WI | $15.7M | 15 | 83.3% |
| #11 | Savannah O'Shaughnessy | 433789 | Capital Credit Union | 442983 | Green Bay, WI | $1.5M | 15 | 65.2% |
| #14 | Lana Peterson | 1236394 | PREVAIL BANK | 490977 | Marshfield, WI | $658K | 14 | 70.0% |
| #15 | Lisa Hoffman | 1492848 | WESTconsin Credit Union | 398196 | Baldwin, WI | $870K | 13 | 76.5% |
| #15 | Angela McCrory-Lisowe | 444753 | Horicon Bank | 434805 | Fond du Lac, WI | $2.0M | 13 | 86.7% |
| #17 | Jenny Knospe | 1786841 | WESTconsin Credit Union | 398196 | River Falls, WI | $1.0M | 12 | 48.0% |
| #17 | Diane Tuttle | 1500381 | The First National Bank & Trust Company | 422083 | Beloit, WI | $709K | 12 | 85.7% |
| #17 | Lexie Buschor | 451729 | MOUND CITY BANK | 440728 | Belmont, WI | $1.4M | 12 | 85.7% |
| #17 | Jennifer Nerva | 528424 | CROSSBRIDGE COMMUNITY BANK | 402921 | Tomahawk, WI | $2.9M | 12 | 100.0% |
| #17 | Mary Ann Scheel | 296822 | Great Midwest Bank, SSB | 249067 | Greenfield, WI | $2.6M | 12 | 80.0% |
| #17 | Kimberly Terpstra | 776940 | Primary Residential Mortgage, Inc. | 3094 | — | $3.2M | 12 | 80.0% |
| #17 | Gale Brandsma | 469857 | Horicon Bank | 434805 | Fond du Lac, WI | $1.4M | 12 | 75.0% |
| #17 | Christopher Campbell | 507069 | First National Community Bank | 412555 | New Richmond, WI | $4.5M | 12 | 57.1% |
| #17 | Valerie Memmer | 518248 | HIAWATHA NATIONAL BANK | 673297 | Glenwood City, WI | $2.3M | 12 | 54.5% |
| #26 | Michael Kurth | 250056 | Waukesha State Bank | 439834 | Waukesha, WI | $6.1M | 11 | 78.6% |
| #26 | Jeffrey Frolik | 466652 | Cloverbelt Credit Union | 456101 | Wausau, WI | $1.2M | 11 | 57.9% |
| #26 | Monica Bogen | 1650422 | Cloverbelt Credit Union | 456101 | Wausau, WI | $690K | 11 | 84.6% |
| #26 | Todd Schultz | 642092 | Peoples State Bank | 411594 | Weston, WI | $2.1M | 11 | 68.8% |
| #26 | Amber Hanson | 1223292 | WESTconsin Credit Union | 398196 | River Falls, WI | $636K | 11 | 47.8% |
| #26 | Nicole Baker | 759467 | Fox Communities Credit Union | 402968 | Green Bay, WI | $594K | 11 | 61.1% |
| #32 | Katie Selner | 1097357 | Fox Communities Credit Union | 402968 | Manitowoc, WI | $467K | 10 | 62.5% |
| #32 | Darcy Martinez | 898683 | Fox Communities Credit Union | 402968 | Green Bay, WI | $851K | 10 | 55.6% |
| #32 | Jamie Rewey | 503339 | WESTBY CO-OP CREDIT UNION | 486034 | Reedsburg, WI | $1.3M | 10 | 76.9% |
| #32 | Jessica Held | 910242 | Compeer Financial, ACA | 619731 | Fond du Lac, WI | $1.7M | 10 | 83.3% |
| #32 | Kimberly Hartleben | 2122542 | Cloverbelt Credit Union | 456101 | Wausau, WI | $383K | 10 | 100.0% |
| #32 | Mark Catton | 489503 | PremierBank | 470214 | Sullivan, WI | $1.1M | 10 | 76.9% |
| #32 | Shelley Young | 502487 | Bank First, National Association | 433854 | Waupaca, WI | $1.6M | 10 | 52.6% |
| #32 | Constance Rust | 637207 | Premier Community Bank | 414700 | Manawa, WI | $637K | 10 | 71.4% |
| #32 | Penny Searer | 510766 | AbbyBank | 476859 | Abbotsford, WI | $1.2M | 10 | 55.6% |
| #32 | Jeremiah Nelson | 280614 | Midwest Mortgage of America Corporation | 1791501 | Hayward, WI | $2.8M | 10 | 41.7% |
| #42 | Caroline VanderBloomen | 756295 | Community First Credit Union | 451378 | Manitowoc, WI | $573K | 9 | 75.0% |
| #42 | Rebecca Korth | 719141 | Glacier Hills Credit Union | 593750 | West Bend, WI | $403K | 9 | 45.0% |
| #42 | Shawna Mertens | 698420 | Guild Mortgage Company LLC | 3274 | Fond du Lac, WI | $1.7M | 9 | 33.3% |
| #42 | Matthew Lee | 489528 | PremierBank | 470214 | Fort Atkinson, WI | $559K | 9 | 75.0% |
| #42 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $983K | 9 | 64.3% |
| #42 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $2.8M | 9 | 69.2% |
| #42 | David Barnett | 579143 | First Citizens State Bank | 460941 | Whitewater, WI | $2.5M | 9 | 75.0% |
| #42 | Maria Forrest | 901751 | Fort Community Credit Union | 405028 | Fort Atkinson, WI | $1.2M | 9 | 81.8% |
| #42 | Carrie Bowe | 627112 | Citizens State Bank | 616768 | Cadott, WI | $1.9M | 9 | 75.0% |
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 (2023). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-units/2023
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