Retention champions in Wisconsin in 2026 so far, ranked by total volume. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of October 9, 2026, the top 3 include Tammy Klemmer (JOHNSON BANK, NMLS #747127), Timothy Holdmann (Accunet Mortgage LLC, NMLS #1593146), and James Pope (Barrington Bank & Trust Company N.A., NMLS #755964).
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 | Tammy Klemmer | 747127 | JOHNSON BANK | 463046 | Brookfield, WI | $18.9M | 30 | 81.1% |
| #2 | Timothy Holdmann | 1593146 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $17.9M | 48 | 82.8% |
| #3 | James Pope | 755964 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $17.3M | 20 | 60.6% |
| #4 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $14.4M | 39 | 31.2% |
| #5 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $13.0M | 37 | 33.6% |
| #6 | Michael Zilli | 233940 | Fairway Independent Mortgage Corporation | 2289 | Fitchburg, WI | $12.7M | 30 | 83.3% |
| #7 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $12.6M | 20 | 74.1% |
| #8 | Jerome Serketich | 260940 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $12.6M | 39 | 81.3% |
| #9 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $11.7M | 27 | 81.8% |
| #10 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $11.7M | 27 | 75.0% |
| #11 | Craig Stanislaw | 400618 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $11.1M | 24 | 80.0% |
| #12 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $10.3M | 31 | 75.6% |
| #13 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $10.0M | 27 | 81.8% |
| #14 | Douglas Gray | 530731 | Waukesha State Bank | 439834 | Waukesha, WI | $9.7M | 12 | 54.5% |
| #15 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $9.6M | 28 | 60.9% |
| #16 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $9.4M | 23 | 76.7% |
| #17 | Bradley Kramer | 1196031 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.9M | 27 | 75.0% |
| #18 | Todd Simon | 766424 | Ark-La-Tex Financial Services, LLC | 2143 | Brookfield, WI | $8.9M | 24 | 64.9% |
| #19 | Jason Weber | 275447 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.7M | 28 | 62.2% |
| #20 | Jacob Salemi | 678222 | Epic Mortgage Processing LLC | 2404936 | Hampshire, IL | $8.4M | 25 | 59.5% |
| #21 | Thomas Counsell | 1008213 | CME Lending Group LLC | 1248883 | Brookfield, WI | $8.0M | 19 | 48.7% |
| #22 | Lori Josiger-Bloch | 609636 | INCREDIBLEBANK | 405850 | Wausau, WI | $7.9M | 11 | 84.6% |
| #23 | John Harms | 338078 | Associated Bank, National Association | 442791 | Whitefish Bay, WI | $7.9M | 12 | 66.7% |
| #24 | Rick McKinley | 506801 | University of Wisconsin Credit Union | 411231 | Madison, WI | $7.7M | 22 | 66.7% |
| #25 | Jacob Schoemann | 403002 | Ixonia Bank | 423065 | Brookfield, WI | $7.7M | 20 | 50.0% |
| #26 | Sarah Dorn | 328906 | Fairway Independent Mortgage Corporation | 2289 | Pewaukee, WI | $7.5M | 16 | 53.3% |
| #27 | SARA HEBERT | 1540309 | Nicolet National Bank | 411069 | Appleton, WI | $7.4M | 15 | 53.6% |
| #28 | Kimberly Trainor | 552579 | Prosperity Home Mortgage, LLC | 75164 | Fitchburg, WI | $7.3M | 12 | 37.5% |
| #29 | Brenda Fisher | 515904 | Altra Federal Credit Union | 457287 | La Crosse, WI | $7.3M | 16 | 64.0% |
| #30 | Brian Hofmann | 1114622 | Mortgage Nerds, LLC | 1946237 | Appleton, WI | $7.3M | 18 | 41.9% |
| #31 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $7.3M | 25 | 65.8% |
| #32 | William Rehn | 1171662 | Bank First, National Association | 433854 | Green Bay, WI | $7.1M | 13 | 68.4% |
| #33 | Robert Bartel | 271670 | Cream City Mortgage, LLC | 2439594 | Egg Harbor, WI | $7.1M | 23 | 57.5% |
| #34 | Scott Halverson | 400674 | A+ Mortgage Services, Inc. | 259353 | Delafield, WI | $7.0M | 17 | 44.7% |
| #35 | Victoria Andes | 447073 | Tri City National Bank | 433891 | Brookfield, WI | $6.9M | 13 | 81.3% |
| #36 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $6.6M | 17 | 65.4% |
| #37 | Sandra Okruszynski | 261319 | Bell Bank | 419538 | West Bend, WI | $6.6M | 16 | 72.7% |
| #38 | Andrew Dongarra | 1592732 | JOHNSON BANK | 463046 | Janesville, WI | $6.5M | 11 | 68.8% |
| #39 | Troy Magestro | 555773 | University of Wisconsin Credit Union | 411231 | Madison, WI | $6.5M | 16 | 57.1% |
| #40 | Scott Spieker | 283113 | Bank Five Nine | 410817 | Oconomowoc, WI | $6.4M | 16 | 55.2% |
| #41 | Christian Gridley | 326449 | Bank of New Glarus, The | 619812 | Madison, WI | $6.4M | 15 | 60.0% |
| #42 | Mark Joswick | 515897 | Altra Federal Credit Union | 457287 | La Crosse, WI | $6.4M | 18 | 69.2% |
| #43 | Allan Ripple | 552669 | JOHNSON BANK | 463046 | Whitefish Bay, WI | $6.2M | 9 | 75.0% |
| #44 | John Warren | 1990435 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $6.1M | 18 | 52.9% |
| #45 | Dana Vandenack | 439850 | Nicolet National Bank | 411069 | Green Bay, WI | $6.1M | 12 | 54.5% |
| #46 | DAVID BROGAN | 1031161 | Bank Five Nine | 410817 | Oconomowoc, WI | $6.1M | 14 | 53.8% |
| #47 | Isaac Haight | 1705180 | University of Wisconsin Credit Union | 411231 | Madison, WI | $6.0M | 17 | 58.6% |
| #48 | Kevin Moehring | 929097 | Collins State Bank | 405041 | Kiel, WI | $6.0M | 13 | 92.9% |
| #49 | Kalliope Orlando | 282299 | Synergy One Lending, Inc. | 1907235 | Muskego, WI | $5.9M | 14 | 42.4% |
| #50 | Jason Weber | 631944 | Bell Bank | 419538 | Madison, WI | $5.9M | 14 | 43.8% |
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 Volume — Wisconsin. Powered by MMI public record mortgage production data, accessed October 9, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-volume
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