Retention champions in Wisconsin in 2026, 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 Timothy Holdmann (Accunet Mortgage LLC, NMLS #1593146), Jerome Serketich (Accunet Mortgage LLC, NMLS #260940), and James Kane (Thompson Kane & Company, Inc., NMLS #280777).
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 | Timothy Holdmann | 1593146 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $16.6M | 45 | 86.5% |
| #2 | Jerome Serketich | 260940 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $12.6M | 39 | 84.8% |
| #3 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $13.5M | 36 | 32.4% |
| #4 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $11.4M | 33 | 32.0% |
| #5 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $9.9M | 30 | 76.9% |
| #5 | Michael Zilli | 233940 | Fairway Independent Mortgage Corporation | 2289 | Fitchburg, WI | $12.7M | 30 | 83.3% |
| #7 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $11.7M | 27 | 81.8% |
| #7 | Tammy Klemmer | 747127 | JOHNSON BANK | 463046 | Brookfield, WI | $17.3M | 27 | 84.4% |
| #9 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $11.1M | 26 | 76.5% |
| #9 | Bradley Kramer | 1196031 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.8M | 26 | 76.5% |
| #11 | Jason Weber | 275447 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $7.9M | 25 | 67.6% |
| #11 | Jacob Salemi | 678222 | Epic Mortgage Processing LLC | 2404936 | Hampshire, IL | $8.4M | 25 | 61.0% |
| #11 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $9.0M | 25 | 62.5% |
| #14 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $8.7M | 24 | 80.0% |
| #15 | Robert Bartel | 271670 | Executive Mortgage, LLC | 271650 | — | $7.1M | 23 | 65.7% |
| #15 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $6.7M | 23 | 69.7% |
| #15 | Craig Stanislaw | 400618 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $10.7M | 23 | 82.1% |
| #15 | Todd Simon | 766424 | Ark-La-Tex Financial Services, LLC | 2143 | Brookfield, WI | $8.6M | 23 | 65.7% |
| #19 | Rick McKinley | 506801 | University of Wisconsin Credit Union | 411231 | Madison, WI | $7.7M | 22 | 66.7% |
| #19 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $9.1M | 22 | 75.9% |
| #21 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $5.1M | 21 | 56.8% |
| #22 | Peter Radjenovich | 283702 | Guild Mortgage Company LLC | 3274 | Greenfield, WI | $5.1M | 20 | 76.9% |
| #23 | James Pope | 755964 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $15.5M | 19 | 63.3% |
| #23 | Thomas Counsell | 1008213 | CME Lending Group LLC | 1248883 | Brookfield, WI | $8.0M | 19 | 52.8% |
| #25 | Scott Berg | 280360 | NATIONS LENDING CORPORATION | 32416 | Waukesha, WI | $5.5M | 18 | 60.0% |
| #26 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $8.8M | 17 | 81.0% |
| #26 | Jacob Schoemann | 403002 | Ixonia Bank | 423065 | Brookfield, WI | $6.5M | 17 | 50.0% |
| #26 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $6.6M | 17 | 70.8% |
| #26 | Mark Joswick | 515897 | Altra Federal Credit Union | 457287 | La Crosse, WI | $6.0M | 17 | 81.0% |
| #26 | Brian Hofmann | 1114622 | Mortgage Nerds, LLC | 1946237 | Appleton, WI | $6.7M | 17 | 45.9% |
| #26 | Jamison Kaul | 879044 | Fairway Independent Mortgage Corporation | 2289 | Mequon, WI | $5.1M | 17 | 53.1% |
| #26 | Ryan Smith | 287314 | Guild Mortgage Company LLC | 3274 | Madison, WI | $5.6M | 17 | 65.4% |
| #26 | Marie Jones | 290059 | Fairway Independent Mortgage Corporation | 2289 | Watertown, WI | $5.5M | 17 | 51.5% |
| #34 | Scott Halverson | 400674 | A+ Mortgage Services, Inc. | 259353 | Delafield, WI | $6.8M | 16 | 45.7% |
| #34 | Jacob Schultz | 1609840 | Bank of Lake Mills | 460552 | Watertown, WI | $3.4M | 16 | 84.2% |
| #34 | Melinda Halverson | 928897 | BANK OF DEERFIELD, THE | 523183 | Deerfield, WI | $3.2M | 16 | 76.2% |
| #34 | Mary Ann Scheel | 296822 | Great Midwest Bank, SSB | 249067 | Greenfield, WI | $4.9M | 16 | 94.1% |
| #34 | Jason Stampfli | 282831 | Stampfli Mortgage LLC | 1598803 | Verona, WI | $5.6M | 16 | 64.0% |
| #34 | Mark David | 241449 | Bank CMG | 491916 | Brookfield, WI | $4.8M | 16 | 38.1% |
| #34 | Troy Magestro | 555773 | University of Wisconsin Credit Union | 411231 | Madison, WI | $6.5M | 16 | 57.1% |
| #34 | Isaac Haight | 1705180 | University of Wisconsin Credit Union | 411231 | Madison, WI | $5.6M | 16 | 61.5% |
| #34 | Nicholas Campbell | 278737 | NATIONS LENDING CORPORATION | 32416 | Appleton, WI | $4.9M | 16 | 55.2% |
| #34 | William Moeller | 536570 | Bank Five Nine | 410817 | Oconomowoc, WI | $5.1M | 16 | 69.6% |
| #34 | Charles Sindelar | 915408 | JPMorgan Chase Bank, National Association | 399798 | Brookfield, WI | $4.7M | 16 | 66.7% |
| #34 | Sandra Okruszynski | 261319 | Bell Bank | 419538 | West Bend, WI | $6.6M | 16 | 72.7% |
| #46 | Sarah Dorn | 328906 | Fairway Independent Mortgage Corporation | 2289 | Pewaukee, WI | $7.1M | 15 | 55.6% |
| #46 | John Warren | 1990435 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $5.4M | 15 | 50.0% |
| #46 | Benjamin Hoffman | 976743 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $5.8M | 15 | 50.0% |
| #46 | Christian Gridley | 326449 | Bank of New Glarus, The | 619812 | Madison, WI | $6.4M | 15 | 62.5% |
| #46 | Jared Johnson | 642035 | Royal Credit Union | 543781 | Eau Claire, WI | $5.8M | 15 | 46.9% |
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 (2026). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-units/2026
Powered by ChatMMI