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 August 27, 2026, the top 3 include Jane Johnson (The Northwestern Bank, NMLS #500888), Brian Armstrong (PremierBank, NMLS #489497), 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 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $3.6M | 24 | 63.2% |
| #2 | Brian Armstrong | 489497 | PremierBank | 470214 | Fort Atkinson, WI | $1.8M | 22 | 95.7% |
| #2 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $6.8M | 22 | 56.4% |
| #4 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $7.8M | 21 | 84.0% |
| #5 | Julie Peot | 441412 | UnitedOne Credit Union | 439833 | Manitowoc, WI | $1.2M | 20 | 52.6% |
| #6 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $6.1M | 19 | 55.9% |
| #6 | Andrea Kaehny | 553658 | Horicon Bank | 434805 | West Bend, WI | $2.5M | 19 | 79.2% |
| #8 | Michael Fohey | 718442 | Community State Bank | 637607 | Union Grove, WI | $4.1M | 18 | 78.3% |
| #8 | Kari Johnsrud | 441414 | UnitedOne Credit Union | 439833 | Manitowoc, WI | $671K | 18 | 62.1% |
| #10 | Dale Milkie | 428563 | Fox Communities Credit Union | 402968 | De Pere, WI | $1.5M | 16 | 76.2% |
| #10 | Savannah O'Shaughnessy | 433789 | Capital Credit Union | 442983 | Green Bay, WI | $1.7M | 16 | 64.0% |
| #10 | Sharon Phillips | 466938 | Bank First, National Association | 433854 | Monroe, WI | $542K | 16 | 84.2% |
| #13 | Jessica Duren | 709652 | CAPITOL BANK | 520881 | Madison, WI | $15.7M | 15 | 83.3% |
| #14 | Angela McCrory-Lisowe | 444753 | Horicon Bank | 434805 | Fond du Lac, WI | $2.2M | 14 | 87.5% |
| #15 | Lana Peterson | 1236394 | PREVAIL BANK | 490977 | Marshfield, WI | $608K | 13 | 68.4% |
| #15 | Lisa Hoffman | 1492848 | WESTconsin Credit Union | 398196 | Baldwin, WI | $870K | 13 | 76.5% |
| #17 | Mary Ann Scheel | 296822 | Great Midwest Bank, SSB | 249067 | Greenfield, WI | $2.6M | 12 | 80.0% |
| #17 | Lexie Buschor | 451729 | MOUND CITY BANK | 440728 | Belmont, WI | $1.4M | 12 | 85.7% |
| #17 | Gale Brandsma | 469857 | Horicon Bank | 434805 | Fond du Lac, WI | $1.4M | 12 | 75.0% |
| #17 | Shelley Young | 502487 | Bank First, National Association | 433854 | Waupaca, WI | $1.9M | 12 | 63.2% |
| #17 | Jenny Knospe | 1786841 | WESTconsin Credit Union | 398196 | River Falls, WI | $1.0M | 12 | 48.0% |
| #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% |
| #17 | Kimberly Terpstra | 776940 | Primary Residential Mortgage, Inc. | 3094 | — | $3.2M | 12 | 80.0% |
| #17 | Diane Tuttle | 1500381 | Bank First, National Association | 433854 | Beloit, WI | $709K | 12 | 85.7% |
| #17 | Jennifer Nerva | 528424 | CROSSBRIDGE COMMUNITY BANK | 402921 | Tomahawk, WI | $2.9M | 12 | 100.0% |
| #27 | Michael Kurth | 250056 | Waukesha State Bank | 439834 | Waukesha, WI | $6.1M | 11 | 78.6% |
| #27 | Amber Hanson | 1223292 | WESTconsin Credit Union | 398196 | River Falls, WI | $636K | 11 | 47.8% |
| #27 | Jeffrey Frolik | 466652 | Cloverbelt Credit Union | 456101 | Wausau, WI | $1.2M | 11 | 61.1% |
| #27 | Nicole Baker | 759467 | Fox Communities Credit Union | 402968 | Green Bay, WI | $594K | 11 | 61.1% |
| #27 | Monica Bogen | 1650422 | Cloverbelt Credit Union | 456101 | Wausau, WI | $690K | 11 | 84.6% |
| #27 | Todd Schultz | 642092 | Peoples State Bank | 411594 | Weston, WI | $2.1M | 11 | 68.8% |
| #33 | Penny Searer | 510766 | AbbyBank | 476859 | Abbotsford, WI | $1.2M | 10 | 58.8% |
| #33 | Jeremiah Nelson | 280614 | Midwest Mortgage of America Corporation | 1791501 | Hayward, WI | $2.8M | 10 | 41.7% |
| #33 | Kathryn Schwartz | 469704 | Baraboo State Bank | 416671 | Reedsburg, WI | $1.2M | 10 | 100.0% |
| #33 | Darcy Martinez | 898683 | Fox Communities Credit Union | 402968 | Green Bay, WI | $851K | 10 | 55.6% |
| #33 | Jessica Held | 910242 | Compeer Financial, ACA | 619731 | Fond du Lac, WI | $1.7M | 10 | 83.3% |
| #33 | Constance Rust | 637207 | Premier Community Bank | 414700 | Manawa, WI | $889K | 10 | 71.4% |
| #33 | Jamie Rewey | 503339 | WESTBY CO-OP CREDIT UNION | 486034 | Reedsburg, WI | $1.3M | 10 | 76.9% |
| #33 | Kimberly Hartleben | 2122542 | Cloverbelt Credit Union | 456101 | Wausau, WI | $383K | 10 | 100.0% |
| #33 | Mark Catton | 489503 | PremierBank | 470214 | Sullivan, WI | $1.1M | 10 | 76.9% |
| #33 | Katie Selner | 1097357 | Fox Communities Credit Union | 402968 | Manitowoc, WI | $467K | 10 | 62.5% |
| #43 | Caroline VanderBloomen | 756295 | Community First Credit Union | 451378 | Manitowoc, WI | $573K | 9 | 75.0% |
| #43 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $983K | 9 | 64.3% |
| #43 | Kevin Moehring | 929097 | Collins State Bank | 405041 | Kiel, WI | $350K | 9 | 69.2% |
| #43 | Matthew Lee | 489528 | PremierBank | 470214 | Fort Atkinson, WI | $559K | 9 | 75.0% |
| #43 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $2.8M | 9 | 69.2% |
| #43 | Maria Forrest | 901751 | Fort Community Credit Union | 405028 | Fort Atkinson, WI | $1.2M | 9 | 81.8% |
| #43 | Sandra Rueth | 720540 | Simplicity Credit Union | 691144 | Marshfield, WI | $936K | 9 | 60.0% |
| #43 | Rebecca Korth | 719141 | Glacier Hills Credit Union | 593750 | West Bend, WI | $403K | 9 | 42.9% |
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 August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-units/2023
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