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 July 13, 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 | $2.5M | 31 | 62.0% |
| #3 | Justin Scott | 878581 | Executive Mortgage, LLC | 271650 | Green Bay, WI | $6.3M | 27 | 50.9% |
| #4 | Katie Selner | 1097357 | Fox Communities Credit Union | 402968 | Manitowoc, WI | $1.6M | 26 | 76.5% |
| #4 | Tammy Klemmer | 747127 | JOHNSON BANK | 463046 | Brookfield, WI | $12.6M | 26 | 86.7% |
| #4 | Robert Bartel | 271670 | Executive Mortgage, LLC | 271650 | Green Bay, WI | $7.2M | 26 | 48.1% |
| #7 | Todd Simon | 766424 | Ark-La-Tex Financial Services, LLC | 2143 | Brookfield, WI | $7.6M | 25 | 75.8% |
| #8 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $9.2M | 24 | 88.9% |
| #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% |
| #8 | Kari Johnsrud | 441414 | UnitedOne Credit Union | 439833 | Manitowoc, WI | $1.4M | 24 | 54.5% |
| #8 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $8.8M | 24 | 38.7% |
| #15 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $7.8M | 23 | 82.1% |
| #16 | Lisa Hoffman | 1492848 | WESTconsin Credit Union | 398196 | Baldwin, WI | $1.9M | 22 | 62.9% |
| #16 | Christian Gridley | 326449 | Bank of New Glarus, The | 619812 | Madison, WI | $7.4M | 22 | 84.6% |
| #18 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $4.8M | 21 | 70.0% |
| #18 | Gale Brandsma | 469857 | Horicon Bank | 434805 | Fond du Lac, WI | $3.0M | 21 | 87.5% |
| #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 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $10.2M | 18 | 90.0% |
| #22 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $6.3M | 18 | 78.3% |
| #22 | Rebecca Korth | 719141 | Glacier Hills Credit Union | 593750 | West Bend, WI | $1.6M | 18 | 62.1% |
| #22 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $3.9M | 18 | 51.4% |
| #26 | Valerie Memmer | 518248 | HIAWATHA NATIONAL BANK | 673297 | Glenwood City, WI | $3.5M | 17 | 68.0% |
| #26 | Amber Hanson | 1223292 | WESTconsin Credit Union | 398196 | River Falls, WI | $1.1M | 17 | 45.9% |
| #26 | Crystal Lautenbach | 451162 | Bank of Prairie du Sac | 673057 | Prairie du Sac, WI | $4.0M | 17 | 89.5% |
| #26 | Sara Blume | 1195505 | Forward Bank | 422932 | Withee, WI | $3.6M | 17 | 77.3% |
| #30 | Troy Arenz | 466585 | Firefighters Credit Union | 411969 | Onalaska, WI | $3.7M | 16 | 76.2% |
| #30 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $5.3M | 16 | 88.9% |
| #32 | Peter Radjenovich | 283702 | Guild Mortgage Company LLC | 3274 | Greenfield, WI | $2.8M | 15 | 57.7% |
| #32 | Cynthia Riederer | 794950 | Verve, a Credit Union | 789540 | — | $1.2M | 15 | 57.7% |
| #32 | Laura Van De Walle | 756437 | Capital Credit Union | 442983 | De Pere, WI | $2.0M | 15 | 48.4% |
| #35 | Jeffrey Frolik | 466652 | Cloverbelt Credit Union | 456101 | Wausau, WI | $1.9M | 14 | 66.7% |
| #35 | Kristen Bulfer | 1615477 | Waukesha State Bank | 439834 | Waukesha, WI | $6.9M | 14 | 82.4% |
| #35 | Nicole Baker | 759467 | Fox Communities Credit Union | 402968 | Green Bay, WI | $1.5M | 14 | 58.3% |
| #35 | Sandra Rueth | 720540 | Simplicity Credit Union | 691144 | Marshfield, WI | $2.3M | 14 | 50.0% |
| #35 | Joseph Humphrey | 837740 | Wisconsin Mortgage Group LLC | 1185035 | Milwaukee, WI | $3.1M | 14 | 56.0% |
| #35 | Michael Kurth | 250056 | Waukesha State Bank | 439834 | Waukesha, WI | $5.8M | 14 | 82.4% |
| #41 | Brian Schleicher | 1874334 | Gold Star Mortgage Financial Group, Corporation | 3446 | — | $2.2M | 13 | 86.7% |
| #41 | Philip Mears | 400555 | Wells Fargo Bank, National Association | 399801 | Appleton, WI | $2.9M | 13 | 56.5% |
| #41 | James Hall | 256020 | Fox Communities Credit Union | 402968 | Green Bay, WI | $1.0M | 13 | 61.9% |
| #41 | Dennis DeGrave | 225934 | Guild Mortgage Company LLC | 3274 | Waukesha, WI | $2.9M | 13 | 56.5% |
| #41 | Scott Hildebrand | 1086083 | Fox Communities Credit Union | 402968 | — | $1.3M | 13 | 56.5% |
| #41 | Peter Bethke | 264756 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $5.0M | 13 | 72.2% |
| #41 | Kalliope Orlando | 282299 | NewRez LLC | 3013 | — | $4.8M | 13 | 56.5% |
| #41 | Jeremiah Nelson | 280614 | Midwest Mortgage of America Corporation | 1791501 | Hayward, WI | $3.4M | 13 | 38.2% |
| #41 | Michelle Hahn | 762819 | Bank of Sun Prairie | 446298 | Sun Prairie, WI | $4.4M | 13 | 76.5% |
| #41 | Ryan Hall | 284082 | Guild Mortgage Company LLC | 3274 | Menasha, WI | $2.0M | 13 | 65.0% |
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 July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-units/2024
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