Retention champions in Wisconsin in 2025, 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 Justin Drabowicz (Barrington Bank & Trust Company N.A., NMLS #1006433), David Wickert (Accunet Mortgage LLC, NMLS #328847), and James MacCudden (Majesty Mortgage Inc, NMLS #283662).
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 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $26.8M | 61 | 96.8% |
| #2 | David Wickert | 328847 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $21.2M | 49 | 81.7% |
| #3 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $14.5M | 41 | 85.4% |
| #4 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $15.7M | 37 | 90.2% |
| #5 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $9.3M | 35 | 55.6% |
| #6 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $12.0M | 34 | 85.0% |
| #7 | Jerome Serketich | 260940 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $13.3M | 33 | 76.7% |
| #8 | Timothy Holdmann | 1593146 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $12.6M | 32 | 61.5% |
| #9 | Peter Radjenovich | 283702 | Guild Mortgage Company LLC | 3274 | Greenfield, WI | $7.4M | 29 | 76.3% |
| #10 | Laura Van De Walle | 756437 | Capital Credit Union | 442983 | De Pere, WI | $2.8M | 28 | 57.1% |
| #10 | Tammy Klemmer | 747127 | JOHNSON BANK | 463046 | Brookfield, WI | $17.6M | 28 | 80.0% |
| #12 | James Snyder | 219027 | Guild Mortgage Company LLC | 3274 | Waukesha, WI | $9.4M | 27 | 61.4% |
| #12 | Lexie Buschor | 451729 | MOUND CITY BANK | 440728 | Belmont, WI | $3.9M | 27 | 79.4% |
| #14 | Mark Joswick | 515897 | Altra Federal Credit Union | 457287 | La Crosse, WI | $10.8M | 26 | 72.2% |
| #14 | Troy Arenz | 466585 | Firefighters Credit Union | 411969 | Onalaska, WI | $7.2M | 26 | 78.8% |
| #14 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $9.8M | 26 | 22.0% |
| #14 | Kari Johnsrud | 441414 | UnitedOne Credit Union | 439833 | Manitowoc, WI | $2.1M | 26 | 56.5% |
| #18 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $10.9M | 25 | 23.8% |
| #18 | Marie Jones | 290059 | Fairway Independent Mortgage Corporation | 2289 | Watertown, WI | $7.9M | 25 | 65.8% |
| #18 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $7.5M | 25 | 55.6% |
| #18 | Sara Blume | 1195505 | Forward Bank | 422932 | Withee, WI | $6.5M | 25 | 86.2% |
| #18 | Joseph Long | 288316 | Guild Mortgage Company LLC | 3274 | Madison, WI | $8.2M | 25 | 61.0% |
| #23 | Jason Weber | 631944 | Bell Bank | 419538 | Madison, WI | $10.2M | 24 | 63.2% |
| #24 | Thomas Counsell | 1008213 | CME Lending Group LLC | 1248883 | Brookfield, WI | $9.2M | 23 | 62.2% |
| #25 | Bradley Kramer | 1196031 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.4M | 22 | 61.1% |
| #25 | Jacob Schoemann | 403002 | Ixonia Bank | 423065 | Brookfield, WI | $7.7M | 22 | 46.8% |
| #25 | Jason Stampfli | 282831 | Stampfli Mortgage LLC | 1598803 | Verona, WI | $7.0M | 22 | 59.5% |
| #25 | Jeffrey Frolik | 466652 | Cloverbelt Credit Union | 456101 | Wausau, WI | $4.1M | 22 | 75.9% |
| #29 | Eric Reed | 1110784 | Ixonia Bank | 423065 | Brookfield, WI | $7.5M | 21 | 70.0% |
| #29 | James Hall | 256020 | Fox Communities Credit Union | 402968 | Green Bay, WI | $2.3M | 21 | 56.8% |
| #29 | David Mastopietro | 474087 | Merchants Bank of Indiana | 554119 | Oak Brook, IL | $7.0M | 21 | 84.0% |
| #29 | Julie Peot | 441412 | UnitedOne Credit Union | 439833 | Manitowoc, WI | $1.7M | 21 | 43.8% |
| #33 | Michael Zilli | 233940 | Fairway Independent Mortgage Corporation | 2289 | Fitchburg, WI | $8.0M | 20 | 57.1% |
| #33 | Jeremiah Nelson | 280614 | Midwest Mortgage of America Corporation | 1791501 | Hayward, WI | $7.0M | 20 | 41.7% |
| #33 | Katie Selner | 1097357 | Fox Communities Credit Union | 402968 | Manitowoc, WI | $1.6M | 20 | 60.6% |
| #33 | SARA HEBERT | 1540309 | Nicolet National Bank | 411069 | Appleton, WI | $9.1M | 20 | 76.9% |
| #37 | William Moeller | 536570 | ProVisor, Inc. | 1802853 | Brookfield, WI | $6.5M | 19 | 67.9% |
| #37 | Ryan Smith | 287314 | Guild Mortgage Company LLC | 3274 | Madison, WI | $6.5M | 19 | 61.3% |
| #37 | Carrie Bowe | 627112 | Citizens State Bank | 616768 | Cadott, WI | $5.9M | 19 | 59.4% |
| #37 | Sherri Yahnke | 553275 | FIRST COMMUNITY BANK | 803624 | Milton, WI | $4.5M | 19 | 79.2% |
| #37 | Christian Gridley | 326449 | Bank of New Glarus, The | 619812 | Madison, WI | $8.2M | 19 | 67.9% |
| #37 | Michael Fohey | 718442 | Community State Bank | 637607 | Union Grove, WI | $8.4M | 19 | 73.1% |
| #43 | Kristy Van Lanen | 342018 | Cornerstone Mortgage, LLC | 140031 | De Pere, WI | $5.5M | 18 | 56.3% |
| #43 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $8.3M | 18 | 51.4% |
| #43 | Maria Forrest | 901751 | Fort Community Credit Union | 405028 | Fort Atkinson, WI | $3.1M | 18 | 56.3% |
| #43 | Darcy Martinez | 898683 | Fox Communities Credit Union | 402968 | Green Bay, WI | $1.8M | 18 | 60.0% |
| #43 | Catherine Kohlbeck | 269704 | Movement Mortgage, LLC | 39179 | De Pere, WI | $4.7M | 18 | 45.0% |
| #43 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $8.3M | 18 | 58.1% |
| #43 | Kalliope Orlando | 282299 | Synergy One Lending, Inc. | 1907235 | Muskego, WI | $5.9M | 18 | 48.6% |
| #43 | Jamison Kaul | 879044 | Fairway Independent Mortgage Corporation | 2289 | Mequon, WI | $5.6M | 18 | 45.0% |
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 (2025). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-units/2025
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