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 July 13, 2026, the top 3 include Jane Johnson (The Northwestern Bank, NMLS #500888), James Kane (Thompson Kane & Company, Inc., NMLS #280777), 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 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $3.5M | 24 | 63.2% |
| #2 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $6.9M | 23 | 57.5% |
| #3 | Brian Armstrong | 489497 | PremierBank | 470214 | Fort Atkinson, WI | $1.8M | 22 | 95.7% |
| #4 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $7.8M | 21 | 80.8% |
| #5 | Julie Peot | 441412 | UnitedOne Credit Union | 439833 | Manitowoc, WI | $1.2M | 20 | 52.6% |
| #6 | Andrea Kaehny | 553658 | Horicon Bank | 434805 | West Bend, WI | $2.5M | 19 | 79.2% |
| #6 | Kari Johnsrud | 441414 | UnitedOne Credit Union | 439833 | Manitowoc, WI | $701K | 19 | 63.3% |
| #6 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $6.1M | 19 | 54.3% |
| #9 | Michael Fohey | 718442 | Community State Bank | 637607 | Union Grove, WI | $4.1M | 18 | 78.3% |
| #10 | Savannah O'Shaughnessy | 433789 | Capital Credit Union | 442983 | Green Bay, WI | $1.7M | 16 | 64.0% |
| #10 | Sharon Phillips | 466938 | The First National Bank & Trust Company | 422083 | Monroe, WI | $542K | 16 | 84.2% |
| #10 | Dale Milkie | 428563 | Fox Communities Credit Union | 402968 | De Pere, WI | $1.5M | 16 | 76.2% |
| #13 | Lana Peterson | 1236394 | PREVAIL BANK | 490977 | Marshfield, WI | $748K | 15 | 71.4% |
| #13 | Jessica Duren | 709652 | CAPITOL BANK | 520881 | Madison, WI | $15.7M | 15 | 83.3% |
| #15 | Angela McCrory-Lisowe | 444753 | Horicon Bank | 434805 | Fond du Lac, WI | $2.2M | 14 | 87.5% |
| #16 | Lisa Hoffman | 1492848 | WESTconsin Credit Union | 398196 | Baldwin, WI | $870K | 13 | 76.5% |
| #17 | Kimberly Terpstra | 776940 | Primary Residential Mortgage, Inc. | 3094 | — | $3.2M | 12 | 80.0% |
| #17 | Valerie Memmer | 518248 | HIAWATHA NATIONAL BANK | 673297 | Glenwood City, WI | $2.3M | 12 | 54.5% |
| #17 | Mary Ann Scheel | 296822 | Great Midwest Bank, SSB | 249067 | Greenfield, WI | $2.6M | 12 | 80.0% |
| #17 | Jennifer Nerva | 528424 | CROSSBRIDGE COMMUNITY BANK | 402921 | Tomahawk, WI | $2.9M | 12 | 100.0% |
| #17 | Diane Tuttle | 1500381 | The First National Bank & Trust Company | 422083 | Beloit, WI | $709K | 12 | 85.7% |
| #17 | Todd Schultz | 642092 | Peoples State Bank | 411594 | Weston, WI | $2.2M | 12 | 70.6% |
| #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 | Lexie Buschor | 451729 | MOUND CITY BANK | 440728 | Belmont, WI | $1.4M | 12 | 85.7% |
| #27 | Constance Rust | 637207 | Premier Community Bank | 414700 | Manawa, WI | $929K | 11 | 73.3% |
| #27 | Jessica Held | 910242 | Compeer Financial, ACA | 619731 | Fond du Lac, WI | $1.8M | 11 | 84.6% |
| #27 | Nicole Baker | 759467 | Fox Communities Credit Union | 402968 | Green Bay, WI | $594K | 11 | 61.1% |
| #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 | Christopher Campbell | 507069 | First National Community Bank | 412555 | New Richmond, WI | $4.3M | 11 | 55.0% |
| #27 | Jeffrey Frolik | 466652 | Cloverbelt Credit Union | 456101 | Wausau, WI | $1.2M | 11 | 55.0% |
| #34 | Kimberly Hartleben | 2122542 | Cloverbelt Credit Union | 456101 | Wausau, WI | $383K | 10 | 100.0% |
| #34 | Penny Searer | 510766 | AbbyBank | 476859 | Abbotsford, WI | $1.2M | 10 | 55.6% |
| #34 | Maria Forrest | 901751 | Fort Community Credit Union | 405028 | Fort Atkinson, WI | $1.3M | 10 | 83.3% |
| #34 | Katie Selner | 1097357 | Fox Communities Credit Union | 402968 | Manitowoc, WI | $467K | 10 | 62.5% |
| #34 | Rebecca Korth | 719141 | Glacier Hills Credit Union | 593750 | West Bend, WI | $424K | 10 | 45.5% |
| #34 | Monica Bogen | 1650422 | Cloverbelt Credit Union | 456101 | Wausau, WI | $654K | 10 | 83.3% |
| #34 | Jeremiah Nelson | 280614 | Midwest Mortgage of America Corporation | 1791501 | Hayward, WI | $2.8M | 10 | 41.7% |
| #34 | Todd Waldhart | 609635 | Taylor Credit Union | 501044 | Medford, WI | $2.0M | 10 | 58.8% |
| #34 | Mark Catton | 489503 | PremierBank | 470214 | Sullivan, WI | $1.1M | 10 | 76.9% |
| #34 | Darcy Martinez | 898683 | Fox Communities Credit Union | 402968 | Green Bay, WI | $851K | 10 | 55.6% |
| #34 | Jamie Rewey | 503339 | WESTBY CO-OP CREDIT UNION | 486034 | Reedsburg, WI | $1.3M | 10 | 76.9% |
| #45 | Matthew Lee | 489528 | PremierBank | 470214 | Fort Atkinson, WI | $559K | 9 | 75.0% |
| #45 | Caroline VanderBloomen | 756295 | Community First Credit Union | 451378 | Manitowoc, WI | $573K | 9 | 75.0% |
| #45 | Thomas Merfeld | 454248 | PremierBank | 470214 | Fort Atkinson, WI | $405K | 9 | 81.8% |
| #45 | Sandra Rueth | 720540 | Simplicity Credit Union | 691144 | Marshfield, WI | $936K | 9 | 60.0% |
| #45 | David Barnett | 579143 | First Citizens State Bank | 460941 | Whitewater, WI | $2.5M | 9 | 75.0% |
| #45 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $2.8M | 9 | 69.2% |
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 July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-units/2023
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