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 August 27, 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 | 54.8% |
| #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 | 86.7% |
| #4 | Katie Selner | 1097357 | Fox Communities Credit Union | 402968 | Manitowoc, WI | $1.6M | 26 | 76.5% |
| #4 | Robert Bartel | 271670 | Executive Mortgage, LLC | 271650 | — | $7.2M | 26 | 49.1% |
| #7 | Todd Simon | 766424 | Ark-La-Tex Financial Services, LLC | 2143 | Brookfield, WI | $7.6M | 25 | 75.8% |
| #8 | Michael Fohey | 718442 | Community State Bank | 637607 | Union Grove, WI | $7.8M | 24 | 77.4% |
| #8 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $8.8M | 24 | 38.7% |
| #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 | Kari Johnsrud | 441414 | UnitedOne Credit Union | 439833 | Manitowoc, WI | $1.4M | 24 | 54.5% |
| #8 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $9.2M | 24 | 88.9% |
| #8 | Timothy Holdmann | 1593146 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.0M | 24 | 70.6% |
| #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% |
| #17 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $4.8M | 21 | 70.0% |
| #17 | Christian Gridley | 326449 | Bank of New Glarus, The | 619812 | Madison, WI | $7.1M | 21 | 84.0% |
| #17 | 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% |
| #21 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $6.3M | 18 | 78.3% |
| #21 | Rebecca Korth | 719141 | Glacier Hills Credit Union | 593750 | West Bend, WI | $1.6M | 18 | 62.1% |
| #21 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $3.9M | 18 | 52.9% |
| #21 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $10.2M | 18 | 90.0% |
| #21 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $4.8M | 18 | 85.7% |
| #26 | Crystal Lautenbach | 451162 | Bank of Prairie du Sac | 673057 | Prairie du Sac, WI | $4.0M | 17 | 89.5% |
| #26 | Amber Hanson | 1223292 | WESTconsin Credit Union | 398196 | River Falls, WI | $1.1M | 17 | 48.6% |
| #28 | Valerie Memmer | 518248 | HIAWATHA NATIONAL BANK | 673297 | Glenwood City, WI | $3.5M | 16 | 64.0% |
| #28 | Troy Arenz | 466585 | Firefighters Credit Union | 411969 | Onalaska, WI | $3.7M | 16 | 76.2% |
| #30 | Peter Radjenovich | 283702 | Guild Mortgage Company LLC | 3274 | Greenfield, WI | $2.8M | 15 | 57.7% |
| #30 | Cynthia Riederer | 794950 | Verve, a Credit Union | 789540 | — | $1.2M | 15 | 57.7% |
| #30 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $5.0M | 15 | 88.2% |
| #30 | Sara Blume | 1195505 | Forward Bank | 422932 | Withee, WI | $3.4M | 15 | 75.0% |
| #34 | Laura Van De Walle | 756437 | Capital Credit Union | 442983 | De Pere, WI | $1.9M | 14 | 46.7% |
| #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 | Kristen Bulfer | 1615477 | Waukesha State Bank | 439834 | Waukesha, WI | $6.9M | 14 | 82.4% |
| #34 | Sandra Rueth | 720540 | Simplicity Credit Union | 691144 | Marshfield, WI | $2.3M | 14 | 50.0% |
| #34 | Nicole Baker | 759467 | Fox Communities Credit Union | 402968 | Green Bay, WI | $1.5M | 14 | 58.3% |
| #40 | Brian Schleicher | 1874334 | Gold Star Mortgage Financial Group, Corporation | 3446 | — | $2.2M | 13 | 86.7% |
| #40 | Michelle Hahn | 762819 | Bank of Sun Prairie | 446298 | Sun Prairie, WI | $4.4M | 13 | 76.5% |
| #40 | Dennis DeGrave | 225934 | Guild Mortgage Company LLC | 3274 | Waukesha, WI | $2.9M | 13 | 56.5% |
| #40 | Philip Mears | 400555 | Wells Fargo Bank, National Association | 399801 | Appleton, WI | $2.9M | 13 | 56.5% |
| #40 | Ryan Hall | 284082 | Guild Mortgage Company LLC | 3274 | Menasha, WI | $2.0M | 13 | 65.0% |
| #40 | James Hall | 256020 | Fox Communities Credit Union | 402968 | Green Bay, WI | $1.0M | 13 | 61.9% |
| #40 | Scott Hildebrand | 1086083 | Fox Communities Credit Union | 402968 | — | $1.3M | 13 | 56.5% |
| #40 | Jeremiah Nelson | 280614 | Midwest Mortgage of America Corporation | 1791501 | Hayward, WI | $3.4M | 13 | 38.2% |
| #40 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $3.8M | 13 | 56.5% |
| #40 | Brian Hofmann | 1114622 | Mortgage Nerds, LLC | 1946237 | Appleton, WI | $4.3M | 13 | 50.0% |
| #40 | Kalliope Orlando | 282299 | Synergy One Lending, Inc. | 1907235 | Muskego, WI | $4.8M | 13 | 56.5% |
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 August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-units/2024
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