Retention champions in Wisconsin in 2024, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of October 11, 2026, the top 3 include Patrick Averill (Thompson Kane & Company, Inc., NMLS #926414), Julie Peot (UnitedOne Credit Union, NMLS #441412), and Justin Scott (Executive Mortgage, LLC, NMLS #878581).
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 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $12.7M | 34 | 55.7% |
| #2 | Julie Peot | 441412 | UnitedOne Credit Union | 439833 | Manitowoc, WI | $2.4M | 30 | 62.5% |
| #3 | Justin Scott | 878581 | Executive Mortgage, LLC | 271650 | Green Bay, WI | $6.3M | 27 | 50.9% |
| #4 | Tammy Klemmer | 747127 | JOHNSON BANK | 463046 | Brookfield, WI | $12.6M | 26 | 83.9% |
| #4 | Katie Selner | 1097357 | Fox Communities Credit Union | 402968 | Manitowoc, WI | $1.6M | 26 | 76.5% |
| #4 | Robert Bartel | 271670 | Cream City Mortgage, LLC | 2439594 | Egg Harbor, WI | $7.2M | 26 | 49.1% |
| #7 | Todd Simon | 766424 | Ark-La-Tex Financial Services, LLC | 2143 | Brookfield, WI | $7.6M | 25 | 75.8% |
| #8 | Kari Johnsrud | 441414 | UnitedOne Credit Union | 439833 | Manitowoc, WI | $1.4M | 24 | 54.5% |
| #8 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $9.1M | 24 | 82.8% |
| #8 | Michael Fohey | 718442 | Community State Bank | 637607 | Union Grove, WI | $7.8M | 24 | 77.4% |
| #8 | Timothy Holdmann | 1593146 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.0M | 24 | 70.6% |
| #8 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $9.2M | 24 | 88.9% |
| #8 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $8.8M | 24 | 38.7% |
| #8 | Brian Armstrong | 489497 | PremierBank | 470214 | Fort Atkinson, WI | $3.7M | 24 | 100.0% |
| #15 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $7.8M | 23 | 82.1% |
| #16 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $4.8M | 21 | 70.0% |
| #16 | Christian Gridley | 326449 | Bank of New Glarus, The | 619812 | Madison, WI | $7.1M | 21 | 84.0% |
| #16 | Gale Brandsma | 469857 | Horicon Bank | 434805 | Fond du Lac, WI | $3.0M | 21 | 87.5% |
| #19 | Lisa Hoffman | 1492848 | WESTconsin Credit Union | 398196 | Baldwin, WI | $1.7M | 20 | 60.6% |
| #20 | Darcy Martinez | 898683 | Fox Communities Credit Union | 402968 | Green Bay, WI | $2.6M | 19 | 76.0% |
| #21 | Rebecca Korth | 719141 | Glacier Hills Credit Union | 593750 | West Bend, WI | $1.6M | 18 | 62.1% |
| #21 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $10.2M | 18 | 90.0% |
| #21 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $6.3M | 18 | 78.3% |
| #21 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $4.8M | 18 | 85.7% |
| #25 | Crystal Lautenbach | 451162 | Bank of Prairie du Sac | 673057 | Prairie du Sac, WI | $4.0M | 17 | 89.5% |
| #25 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $3.7M | 17 | 51.5% |
| #25 | Amber Hanson | 1223292 | WESTconsin Credit Union | 398196 | River Falls, WI | $1.1M | 17 | 48.6% |
| #28 | Troy Arenz | 466585 | Firefighters Credit Union | 411969 | Onalaska, WI | $3.7M | 16 | 76.2% |
| #29 | Sara Blume | 1195505 | Forward Bank | 422932 | Withee, WI | $3.4M | 15 | 75.0% |
| #29 | Valerie Memmer | 518248 | HIAWATHA NATIONAL BANK | 673297 | Glenwood City, WI | $3.4M | 15 | 65.2% |
| #29 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $5.0M | 15 | 88.2% |
| #29 | Peter Radjenovich | 283702 | Guild Mortgage Company LLC | 3274 | Greenfield, WI | $2.8M | 15 | 57.7% |
| #29 | Cynthia Riederer | 794950 | Verve, a Credit Union | 789540 | — | $1.2M | 15 | 57.7% |
| #34 | Laura Van De Walle | 756437 | Capital Credit Union | 442983 | De Pere, WI | $1.9M | 14 | 46.7% |
| #34 | Dennis DeGrave | 225934 | Guild Mortgage Company LLC | 3274 | Waukesha, WI | $3.1M | 14 | 58.3% |
| #34 | Nicole Baker | 759467 | Fox Communities Credit Union | 402968 | Green Bay, WI | $1.5M | 14 | 58.3% |
| #34 | Sandra Rueth | 720540 | Simplicity Credit Union | 691144 | Marshfield, WI | $2.3M | 14 | 50.0% |
| #34 | Kristen Bulfer | 1615477 | Waukesha State Bank | 439834 | Waukesha, WI | $6.9M | 14 | 82.4% |
| #34 | Jeffrey Frolik | 466652 | Cloverbelt Credit Union | 456101 | Wausau, WI | $1.9M | 14 | 66.7% |
| #34 | Michael Kurth | 250056 | Waukesha State Bank | 439834 | Waukesha, WI | $5.8M | 14 | 82.4% |
| #34 | Joseph Humphrey | 837740 | Wisconsin Mortgage Group LLC | 1185035 | Milwaukee, WI | $3.1M | 14 | 56.0% |
| #42 | James Hall | 256020 | Fox Communities Credit Union | 402968 | Green Bay, WI | $1.0M | 13 | 61.9% |
| #42 | Philip Mears | 400555 | Wells Fargo Bank, National Association | 399801 | Appleton, WI | $2.9M | 13 | 56.5% |
| #42 | Scott Hildebrand | 1086083 | Fox Communities Credit Union | 402968 | — | $1.3M | 13 | 56.5% |
| #42 | Peter Bethke | 264756 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $5.0M | 13 | 72.2% |
| #42 | Ryan Hall | 284082 | Guild Mortgage Company LLC | 3274 | Menasha, WI | $2.0M | 13 | 65.0% |
| #42 | Kalliope Orlando | 282299 | Synergy One Lending, Inc. | 1907235 | Muskego, WI | $4.8M | 13 | 56.5% |
| #42 | Michelle Hahn | 762819 | Bank of Sun Prairie | 446298 | Sun Prairie, WI | $4.4M | 13 | 76.5% |
| #42 | Brian Schleicher | 1874334 | Gold Star Mortgage Financial Group, Corporation | 3446 | — | $2.2M | 13 | 86.7% |
| #42 | Brian Hofmann | 1114622 | Mortgage Nerds, LLC | 1946237 | Appleton, WI | $4.3M | 13 | 50.0% |
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 (2024). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-units/2024
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