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 July 7, 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 | $17.3M | 27 | 87.1% |
| #2 | Timothy Holdmann | 1593146 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $15.5M | 41 | 87.2% |
| #3 | James Pope | 755964 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $13.5M | 17 | 73.9% |
| #4 | Michael Zilli | 233940 | Fairway Independent Mortgage Corporation | 2289 | Fitchburg, WI | $11.7M | 27 | 84.4% |
| #5 | Jerome Serketich | 260940 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $11.3M | 35 | 87.5% |
| #6 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $11.0M | 25 | 86.2% |
| #7 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $10.7M | 30 | 33.3% |
| #8 | Craig Stanislaw | 400618 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $10.7M | 23 | 82.1% |
| #9 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $9.4M | 23 | 76.7% |
| #10 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $9.4M | 23 | 79.3% |
| #11 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $8.8M | 17 | 85.0% |
| #12 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $8.5M | 26 | 83.9% |
| #13 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $8.3M | 22 | 27.5% |
| #14 | Rick McKinley | 506801 | University of Wisconsin Credit Union | 411231 | Madison, WI | $8.2M | 22 | 71.0% |
| #15 | Bradley Kramer | 1196031 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.0M | 24 | 77.4% |
| #16 | Jason Weber | 275447 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $7.5M | 23 | 69.7% |
| #17 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $7.5M | 20 | 76.9% |
| #18 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $7.4M | 20 | 58.8% |
| #19 | Jacob Salemi | 678222 | Epic Mortgage Processing LLC | 2404936 | Hampshire, IL | $7.3M | 21 | 61.8% |
| #20 | Thomas Counsell | 1008213 | CME Lending Group LLC | 1248883 | Brookfield, WI | $7.3M | 17 | 54.8% |
| #21 | Todd Simon | 766424 | Ark-La-Tex Financial Services, LLC | 2143 | Brookfield, WI | $7.2M | 19 | 65.5% |
| #22 | SARA HEBERT | 1540309 | Nicolet National Bank | 411069 | Appleton, WI | $7.1M | 14 | 60.9% |
| #23 | William Rehn | 1171662 | Bank First, National Association | 433854 | Green Bay, WI | $6.9M | 12 | 75.0% |
| #24 | Douglas Gray | 530731 | Waukesha State Bank | 439834 | Waukesha, WI | $6.9M | 8 | 57.1% |
| #25 | Scott Halverson | 400674 | A+ Mortgage Services, Inc. | 259353 | Delafield, WI | $6.8M | 16 | 50.0% |
| #26 | Robert Bartel | 271670 | Executive Mortgage, LLC | 271650 | Green Bay, WI | $6.8M | 22 | 71.0% |
| #27 | Sarah Dorn | 328906 | Fairway Independent Mortgage Corporation | 2289 | Pewaukee, WI | $6.7M | 13 | 56.5% |
| #28 | Sandra Okruszynski | 261319 | Accunet Mortgage LLC | 255368 | — | $6.3M | 15 | 75.0% |
| #29 | Brian Hofmann | 1114622 | Mortgage Nerds, LLC | 1946237 | Appleton, WI | $6.3M | 16 | 48.5% |
| #30 | John Harms | 338078 | Associated Bank, National Association | 442791 | Whitefish Bay, WI | $6.3M | 8 | 61.5% |
| #31 | Jacob Schoemann | 403002 | Ixonia Bank | 423065 | Brookfield, WI | $6.1M | 16 | 55.2% |
| #32 | Dana Vandenack | 439850 | Nicolet National Bank | 411069 | Green Bay, WI | $6.0M | 11 | 78.6% |
| #33 | Kalliope Orlando | 282299 | NewRez LLC | 3013 | Downers Grove, IL | $5.9M | 14 | 50.0% |
| #34 | Kimberly Trainor | 552579 | Prosperity Home Mortgage, LLC | 75164 | Fitchburg, WI | $5.8M | 8 | 38.1% |
| #35 | Benjamin Hoffman | 976743 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $5.8M | 15 | 53.6% |
| #36 | Jared Johnson | 642035 | Royal Credit Union | 543781 | Eau Claire, WI | $5.8M | 15 | 55.6% |
| #37 | Christian Gridley | 326449 | Bank of New Glarus, The | 619812 | Madison, WI | $5.7M | 13 | 68.4% |
| #38 | Troy Magestro | 555773 | University of Wisconsin Credit Union | 411231 | Madison, WI | $5.7M | 15 | 65.2% |
| #39 | Scott Spieker | 283113 | Bank Five Nine | 410817 | Oconomowoc, WI | $5.4M | 14 | 66.7% |
| #40 | Jason Weitzel | 744187 | JOHNSON BANK | 463046 | Kenosha, WI | $5.4M | 13 | 92.9% |
| #41 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $5.4M | 18 | 66.7% |
| #42 | Thomas Hotter | 1840776 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $5.3M | 11 | 52.4% |
| #43 | Scott Berg | 280360 | NATIONS LENDING CORPORATION | 32416 | Waukesha, WI | $5.2M | 17 | 65.4% |
| #44 | Nicholas Wurzer | 282497 | NATIONS LENDING CORPORATION | 32416 | Green Bay, WI | $5.2M | 15 | 78.9% |
| #45 | Jonathan Snodgrass | 275681 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $5.2M | 11 | 64.7% |
| #46 | Brian DesPlaines | 553352 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $5.2M | 12 | 57.1% |
| #47 | Ryan Smith | 287314 | Guild Mortgage Company LLC | 3274 | Madison, WI | $5.2M | 16 | 66.7% |
| #48 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $5.2M | 14 | 66.7% |
| #49 | Ethan Brooks | 1639987 | Fairway Independent Mortgage Corporation | 2289 | Wauwatosa, WI | $5.1M | 12 | 40.0% |
| #50 | William Moeller | 536570 | Bank Five Nine | 410817 | Oconomowoc, WI | $5.1M | 16 | 80.0% |
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 Volume — Wisconsin. Powered by MMI public record mortgage production data, accessed July 7, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-volume
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