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 July 13, 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 | $15.5M | 41 | 87.2% |
| #2 | Jerome Serketich | 260940 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $11.3M | 35 | 87.5% |
| #3 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $10.7M | 30 | 33.3% |
| #4 | Michael Zilli | 233940 | Fairway Independent Mortgage Corporation | 2289 | Fitchburg, WI | $11.7M | 27 | 84.4% |
| #4 | Tammy Klemmer | 747127 | JOHNSON BANK | 463046 | Brookfield, WI | $17.3M | 27 | 87.1% |
| #6 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $8.5M | 26 | 83.9% |
| #7 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $11.0M | 25 | 86.2% |
| #8 | Bradley Kramer | 1196031 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.0M | 24 | 77.4% |
| #9 | Craig Stanislaw | 400618 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $10.7M | 23 | 82.1% |
| #9 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $9.4M | 23 | 79.3% |
| #9 | Jason Weber | 275447 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $7.5M | 23 | 69.7% |
| #9 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $9.4M | 23 | 76.7% |
| #13 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $8.3M | 22 | 27.5% |
| #13 | Robert Bartel | 271670 | Executive Mortgage, LLC | 271650 | Green Bay, WI | $6.8M | 22 | 71.0% |
| #13 | Rick McKinley | 506801 | University of Wisconsin Credit Union | 411231 | Madison, WI | $8.2M | 22 | 71.0% |
| #16 | Jacob Salemi | 678222 | Epic Mortgage Processing LLC | 2404936 | Hampshire, IL | $7.3M | 21 | 61.8% |
| #17 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $7.5M | 20 | 76.9% |
| #17 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $7.4M | 20 | 58.8% |
| #19 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $4.7M | 19 | 54.3% |
| #19 | Todd Simon | 766424 | Ark-La-Tex Financial Services, LLC | 2143 | Brookfield, WI | $7.2M | 19 | 65.5% |
| #21 | Peter Radjenovich | 283702 | Guild Mortgage Company LLC | 3274 | Greenfield, WI | $4.6M | 18 | 85.7% |
| #21 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $5.4M | 18 | 66.7% |
| #23 | James Pope | 755964 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $13.5M | 17 | 73.9% |
| #23 | Scott Berg | 280360 | NATIONS LENDING CORPORATION | 32416 | Waukesha, WI | $5.2M | 17 | 65.4% |
| #23 | Thomas Counsell | 1008213 | CME Lending Group LLC | 1248883 | Brookfield, WI | $7.3M | 17 | 54.8% |
| #23 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $8.8M | 17 | 85.0% |
| #27 | William Moeller | 536570 | Bank Five Nine | 410817 | Oconomowoc, WI | $5.1M | 16 | 80.0% |
| #27 | Ryan Smith | 287314 | Guild Mortgage Company LLC | 3274 | Madison, WI | $5.2M | 16 | 66.7% |
| #27 | Jacob Schoemann | 403002 | Ixonia Bank | 423065 | Brookfield, WI | $6.1M | 16 | 55.2% |
| #27 | Brian Hofmann | 1114622 | Mortgage Nerds, LLC | 1946237 | Appleton, WI | $6.3M | 16 | 48.5% |
| #27 | Scott Halverson | 400674 | A+ Mortgage Services, Inc. | 259353 | Delafield, WI | $6.8M | 16 | 50.0% |
| #32 | Sandra Okruszynski | 261319 | Accunet Mortgage LLC | 255368 | — | $6.3M | 15 | 75.0% |
| #32 | Jamison Kaul | 879044 | Fairway Independent Mortgage Corporation | 2289 | Mequon, WI | $4.6M | 15 | 53.6% |
| #32 | Benjamin Hoffman | 976743 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $5.8M | 15 | 53.6% |
| #32 | Troy Magestro | 555773 | University of Wisconsin Credit Union | 411231 | Madison, WI | $5.7M | 15 | 65.2% |
| #32 | Isaac Haight | 1705180 | University of Wisconsin Credit Union | 411231 | Madison, WI | $5.0M | 15 | 65.2% |
| #32 | Jared Johnson | 642035 | Royal Credit Union | 543781 | Eau Claire, WI | $5.8M | 15 | 55.6% |
| #32 | Jason Stampfli | 282831 | Stampfli Mortgage LLC | 1598803 | Verona, WI | $5.1M | 15 | 71.4% |
| #32 | Charles Sindelar | 915408 | JPMorgan Chase Bank, National Association | 399798 | Brookfield, WI | $4.5M | 15 | 65.2% |
| #32 | Nicholas Wurzer | 282497 | NATIONS LENDING CORPORATION | 32416 | Green Bay, WI | $5.2M | 15 | 78.9% |
| #32 | Mark David | 241449 | Bank CMG | 491916 | Brookfield, WI | $4.4M | 15 | 41.7% |
| #32 | Mark Joswick | 515897 | Altra Federal Credit Union | 457287 | La Crosse, WI | $5.0M | 15 | 78.9% |
| #43 | Marie Jones | 290059 | Fairway Independent Mortgage Corporation | 2289 | Watertown, WI | $4.6M | 14 | 58.3% |
| #43 | Mary Ann Scheel | 296822 | Great Midwest Bank, SSB | 249067 | Greenfield, WI | $4.3M | 14 | 93.3% |
| #43 | Eric Reed | 1110784 | Ixonia Bank | 423065 | Brookfield, WI | $4.5M | 14 | 73.7% |
| #43 | Scott Spieker | 283113 | Bank Five Nine | 410817 | Oconomowoc, WI | $5.4M | 14 | 66.7% |
| #43 | Brian Jauch | 400571 | Fairway Independent Mortgage Corporation | 2289 | Baraboo, WI | $4.7M | 14 | 77.8% |
| #43 | Kalliope Orlando | 282299 | NewRez LLC | 3013 | — | $5.9M | 14 | 50.0% |
| #43 | SARA HEBERT | 1540309 | Nicolet National Bank | 411069 | Appleton, WI | $7.1M | 14 | 60.9% |
| #43 | Philip Mears | 400555 | Wells Fargo Bank, National Association | 399801 | Appleton, WI | $3.4M | 14 | 53.8% |
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 July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-units/2026
Powered by ChatMMI