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 May 28, 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 | 61.2% |
| #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 | Robert Bartel | 271670 | Executive Mortgage, LLC | 271650 | Green Bay, WI | $7.2M | 26 | 49.1% |
| #6 | Todd Simon | 766424 | Ark-La-Tex Financial Services, LLC | 2143 | Brookfield, WI | $7.6M | 25 | 75.8% |
| #6 | Katie Selner | 1097357 | Fox Communities Credit Union | 402968 | Manitowoc, WI | $1.5M | 25 | 73.5% |
| #8 | Michael Fohey | 718442 | Community State Bank | 637607 | Union Grove, WI | $7.8M | 24 | 77.4% |
| #8 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $9.1M | 24 | 82.8% |
| #8 | Brian Armstrong | 489497 | PremierBank | 470214 | Fort Atkinson, WI | $3.7M | 24 | 100.0% |
| #8 | Timothy Holdmann | 1593146 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.0M | 24 | 70.6% |
| #12 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $7.8M | 23 | 82.1% |
| #12 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $7.6M | 23 | 37.7% |
| #14 | Kari Johnsrud | 441414 | UnitedOne Credit Union | 439833 | Manitowoc, WI | $1.4M | 22 | 52.4% |
| #14 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $7.9M | 22 | 84.6% |
| #16 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $4.8M | 21 | 70.0% |
| #16 | Gale Brandsma | 469857 | Horicon Bank | 434805 | Fond du Lac, WI | $3.0M | 21 | 87.5% |
| #16 | Christian Gridley | 326449 | Bank of New Glarus, The | 619812 | Madison, WI | $7.1M | 21 | 84.0% |
| #16 | Lisa Hoffman | 1492848 | WESTconsin Credit Union | 398196 | Baldwin, WI | $1.8M | 21 | 61.8% |
| #20 | Darcy Martinez | 898683 | Fox Communities Credit Union | 402968 | Green Bay, WI | $2.6M | 19 | 76.0% |
| #20 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $5.0M | 19 | 86.4% |
| #22 | Rebecca Korth | 719141 | Glacier Hills Credit Union | 593750 | West Bend, WI | $1.6M | 18 | 62.1% |
| #22 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $6.3M | 18 | 78.3% |
| #24 | Amber Hanson | 1223292 | WESTconsin Credit Union | 398196 | River Falls, WI | $1.1M | 17 | 47.2% |
| #24 | Sara Blume | 1195505 | Forward Bank | 422932 | Withee, WI | $3.6M | 17 | 77.3% |
| #24 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $9.4M | 17 | 89.5% |
| #24 | Crystal Lautenbach | 451162 | Bank of Prairie du Sac | 673057 | Prairie du Sac, WI | $4.0M | 17 | 89.5% |
| #28 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $5.3M | 16 | 88.9% |
| #28 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $3.3M | 16 | 50.0% |
| #28 | Valerie Memmer | 518248 | HIAWATHA NATIONAL BANK | 673297 | Glenwood City, WI | $3.4M | 16 | 66.7% |
| #31 | Troy Arenz | 466585 | Firefighters Credit Union | 411969 | Onalaska, WI | $3.5M | 15 | 75.0% |
| #31 | Cynthia Riederer | 794950 | Verve, a Credit Union | 789540 | — | $1.2M | 15 | 57.7% |
| #31 | Peter Radjenovich | 283702 | Guild Mortgage Company LLC | 3274 | Greenfield, WI | $2.8M | 15 | 60.0% |
| #34 | Michael Kurth | 250056 | Waukesha State Bank | 439834 | Waukesha, WI | $5.8M | 14 | 82.4% |
| #34 | Sandra Rueth | 720540 | Simplicity Credit Union | 691144 | Marshfield, WI | $2.3M | 14 | 50.0% |
| #34 | Laura Van De Walle | 756437 | Capital Credit Union | 442983 | De Pere, WI | $1.9M | 14 | 46.7% |
| #34 | Nicole Baker | 759467 | Fox Communities Credit Union | 402968 | Green Bay, WI | $1.5M | 14 | 58.3% |
| #34 | Kristen Bulfer | 1615477 | Waukesha State Bank | 439834 | Waukesha, WI | $6.9M | 14 | 82.4% |
| #39 | Ryan Hall | 284082 | Guild Mortgage Company LLC | 3274 | Menasha, WI | $2.0M | 13 | 65.0% |
| #39 | Peter Bethke | 264756 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $5.0M | 13 | 72.2% |
| #39 | Thomas Merfeld | 454248 | PremierBank | 470214 | Fort Atkinson, WI | $1.6M | 13 | 81.3% |
| #39 | Brian Schleicher | 1874334 | Gold Star Mortgage Financial Group, Corporation | 3446 | — | $2.2M | 13 | 86.7% |
| #39 | Dennis DeGrave | 225934 | Guild Mortgage Company LLC | 3274 | Waukesha, WI | $2.9M | 13 | 56.5% |
| #39 | Mark Joswick | 515897 | Altra Federal Credit Union | 457287 | La Crosse, WI | $5.9M | 13 | 54.2% |
| #39 | James Hall | 256020 | Fox Communities Credit Union | 402968 | Green Bay, WI | $1.0M | 13 | 61.9% |
| #39 | Kalliope Orlando | 282299 | Wisconsin Mortgage Corporation | 280412 | Brookfield, WI | $4.8M | 13 | 56.5% |
| #39 | Philip Mears | 400555 | Wells Fargo Bank, National Association | 399801 | Appleton, WI | $2.9M | 13 | 54.2% |
| #39 | Jeffrey Frolik | 466652 | Cloverbelt Credit Union | 456101 | Wausau, WI | $1.9M | 13 | 68.4% |
| #39 | Michelle Hahn | 762819 | Bank of Sun Prairie | 446298 | Sun Prairie, WI | $4.4M | 13 | 76.5% |
| #39 | Scott Hildebrand | 1086083 | Fox Communities Credit Union | 402968 | — | $1.3M | 13 | 59.1% |
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 May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-units/2024
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