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 May 28, 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 | $15.4M | 41 | 91.1% |
| #2 | Jerome Serketich | 260940 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $11.6M | 35 | 89.7% |
| #3 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $10.7M | 29 | 34.5% |
| #4 | Tammy Klemmer | 747127 | JOHNSON BANK | 463046 | Brookfield, WI | $17.5M | 27 | 96.4% |
| #5 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $8.4M | 25 | 83.3% |
| #5 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $10.3M | 25 | 89.3% |
| #5 | Michael Zilli | 233940 | Fairway Independent Mortgage Corporation | 2289 | Fitchburg, WI | $11.1M | 25 | 83.3% |
| #8 | Craig Stanislaw | 400618 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $10.7M | 23 | 79.3% |
| #9 | Jacob Salemi | 678222 | Epic Mortgage Processing LLC | 2404936 | Hampshire, IL | $7.6M | 22 | 68.8% |
| #9 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $8.1M | 22 | 30.6% |
| #11 | Jason Weber | 275447 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $6.8M | 21 | 75.0% |
| #11 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $7.9M | 21 | 65.6% |
| #11 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $9.0M | 21 | 77.8% |
| #11 | Todd Simon | 766424 | Ark-La-Tex Financial Services, LLC | 2143 | Brookfield, WI | $8.0M | 21 | 70.0% |
| #11 | Rick McKinley | 506801 | University of Wisconsin Credit Union | 411231 | Madison, WI | $7.2M | 21 | 77.8% |
| #11 | Bradley Kramer | 1196031 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $6.8M | 21 | 84.0% |
| #11 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $8.6M | 21 | 80.8% |
| #18 | Robert Bartel | 271670 | Executive Mortgage, LLC | 271650 | Green Bay, WI | $6.1M | 20 | 69.0% |
| #19 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $5.5M | 19 | 82.6% |
| #20 | Peter Radjenovich | 283702 | Guild Mortgage Company LLC | 3274 | Greenfield, WI | $4.6M | 18 | 90.0% |
| #20 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $9.1M | 18 | 90.0% |
| #22 | Jamison Kaul | 879044 | Fairway Independent Mortgage Corporation | 2289 | Mequon, WI | $5.1M | 17 | 60.7% |
| #22 | Thomas Counsell | 1008213 | CME Lending Group LLC | 1248883 | Brookfield, WI | $7.2M | 17 | 63.0% |
| #22 | Jacob Schoemann | 403002 | Ixonia Bank | 423065 | Brookfield, WI | $6.5M | 17 | 58.6% |
| #22 | Ryan Smith | 287314 | Guild Mortgage Company LLC | 3274 | Madison, WI | $5.6M | 17 | 81.0% |
| #22 | James Pope | 755964 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $13.5M | 17 | 68.0% |
| #27 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $6.0M | 16 | 80.0% |
| #28 | Scott Halverson | 400674 | A+ Mortgage Services, Inc. | 259353 | Delafield, WI | $6.5M | 15 | 53.6% |
| #28 | Scott Berg | 280360 | NATIONS LENDING CORPORATION | 32416 | Waukesha, WI | $4.8M | 15 | 65.2% |
| #28 | Troy Magestro | 555773 | University of Wisconsin Credit Union | 411231 | Madison, WI | $5.7M | 15 | 62.5% |
| #31 | Mark David | 241449 | Bank CMG | 491916 | Brookfield, WI | $4.2M | 14 | 42.4% |
| #31 | Charles Sindelar | 915408 | JPMorgan Chase Bank, National Association | 399798 | Brookfield, WI | $4.4M | 14 | 70.0% |
| #31 | Mark Joswick | 515897 | Altra Federal Credit Union | 457287 | La Crosse, WI | $4.5M | 14 | 82.4% |
| #31 | William Moeller | 536570 | Bank Five Nine | 410817 | Oconomowoc, WI | $4.7M | 14 | 77.8% |
| #31 | Jason Stampfli | 282831 | Stampfli Mortgage LLC | 1598803 | Verona, WI | $4.9M | 14 | 73.7% |
| #31 | Sandra Okruszynski | 261319 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $6.0M | 14 | 82.4% |
| #31 | Benjamin Hoffman | 976743 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $5.5M | 14 | 56.0% |
| #38 | Brian Jauch | 400571 | Fairway Independent Mortgage Corporation | 2289 | Baraboo, WI | $4.4M | 13 | 76.5% |
| #38 | John Warren | 1990435 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $4.6M | 13 | 56.5% |
| #38 | Isaac Haight | 1705180 | University of Wisconsin Credit Union | 411231 | Madison, WI | $4.5M | 13 | 65.0% |
| #38 | Christian Gridley | 326449 | Bank of New Glarus, The | 619812 | Madison, WI | $5.7M | 13 | 76.5% |
| #38 | Jared Johnson | 642035 | Royal Credit Union | 543781 | Eau Claire, WI | $5.2M | 13 | 54.2% |
| #38 | Marie Jones | 290059 | Fairway Independent Mortgage Corporation | 2289 | Watertown, WI | $4.4M | 13 | 68.4% |
| #38 | julie waldron | 265905 | American Financial Network, Inc. | 237341 | Elm Grove, WI | $4.3M | 13 | 68.4% |
| #38 | Eric Reed | 1110784 | Ixonia Bank | 423065 | Brookfield, WI | $4.2M | 13 | 81.3% |
| #38 | Philip Mears | 400555 | Wells Fargo Bank, National Association | 399801 | Appleton, WI | $3.2M | 13 | 54.2% |
| #38 | Jason Weitzel | 744187 | JOHNSON BANK | 463046 | Kenosha, WI | $5.4M | 13 | 100.0% |
| #38 | SARA HEBERT | 1540309 | Nicolet National Bank | 411069 | Appleton, WI | $6.1M | 13 | 65.0% |
| #49 | Rachel Solt | 663933 | University of Wisconsin Credit Union | 411231 | Madison, WI | $4.7M | 12 | 57.1% |
| #49 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $3.6M | 12 | 48.0% |
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 (2026). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-units/2026
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