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 August 23, 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 | 84.4% |
| #2 | Timothy Holdmann | 1593146 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $16.6M | 45 | 86.5% |
| #3 | James Pope | 755964 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $15.5M | 19 | 63.3% |
| #4 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $13.5M | 36 | 32.4% |
| #5 | Michael Zilli | 233940 | Fairway Independent Mortgage Corporation | 2289 | Fitchburg, WI | $12.7M | 30 | 83.3% |
| #6 | Jerome Serketich | 260940 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $12.6M | 39 | 84.8% |
| #7 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $11.7M | 27 | 81.8% |
| #8 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $11.4M | 33 | 32.0% |
| #9 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $11.1M | 26 | 76.5% |
| #10 | Craig Stanislaw | 400618 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $10.7M | 23 | 82.1% |
| #11 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $9.9M | 30 | 76.9% |
| #12 | Douglas Gray | 530731 | Waukesha State Bank | 439834 | Waukesha, WI | $9.7M | 12 | 60.0% |
| #13 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $9.1M | 22 | 75.9% |
| #14 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $9.0M | 25 | 62.5% |
| #15 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $8.8M | 17 | 81.0% |
| #16 | Bradley Kramer | 1196031 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.8M | 26 | 76.5% |
| #17 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $8.7M | 24 | 80.0% |
| #18 | Todd Simon | 766424 | Ark-La-Tex Financial Services, LLC | 2143 | Brookfield, WI | $8.6M | 23 | 65.7% |
| #19 | Jacob Salemi | 678222 | Epic Mortgage Processing LLC | 2404936 | Hampshire, IL | $8.4M | 25 | 61.0% |
| #20 | Thomas Counsell | 1008213 | CME Lending Group LLC | 1248883 | Brookfield, WI | $8.0M | 19 | 52.8% |
| #21 | Jason Weber | 275447 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $7.9M | 25 | 67.6% |
| #22 | Rick McKinley | 506801 | University of Wisconsin Credit Union | 411231 | Madison, WI | $7.7M | 22 | 66.7% |
| #23 | John Harms | 338078 | Associated Bank, National Association | 442791 | Whitefish Bay, WI | $7.7M | 11 | 68.8% |
| #24 | SARA HEBERT | 1540309 | Nicolet National Bank | 411069 | Appleton, WI | $7.4M | 15 | 53.6% |
| #25 | Sarah Dorn | 328906 | Fairway Independent Mortgage Corporation | 2289 | Pewaukee, WI | $7.1M | 15 | 55.6% |
| #26 | Robert Bartel | 271670 | Executive Mortgage, LLC | 271650 | — | $7.1M | 23 | 65.7% |
| #27 | William Rehn | 1171662 | Bank First, National Association | 433854 | Green Bay, WI | $6.9M | 12 | 66.7% |
| #28 | Scott Halverson | 400674 | A+ Mortgage Services, Inc. | 259353 | Delafield, WI | $6.8M | 16 | 45.7% |
| #29 | Kimberly Trainor | 552579 | Prosperity Home Mortgage, LLC | 75164 | Fitchburg, WI | $6.8M | 10 | 35.7% |
| #30 | Brian Hofmann | 1114622 | Mortgage Nerds, LLC | 1946237 | Appleton, WI | $6.7M | 17 | 45.9% |
| #31 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $6.7M | 23 | 69.7% |
| #32 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $6.6M | 17 | 70.8% |
| #33 | Sandra Okruszynski | 261319 | Bell Bank | 419538 | West Bend, WI | $6.6M | 16 | 72.7% |
| #34 | Jacob Schoemann | 403002 | Ixonia Bank | 423065 | Brookfield, WI | $6.5M | 17 | 50.0% |
| #35 | Troy Magestro | 555773 | University of Wisconsin Credit Union | 411231 | Madison, WI | $6.5M | 16 | 57.1% |
| #36 | Christian Gridley | 326449 | Bank of New Glarus, The | 619812 | Madison, WI | $6.4M | 15 | 62.5% |
| #37 | Brenda Fisher | 515904 | Altra Federal Credit Union | 457287 | La Crosse, WI | $6.2M | 15 | 65.2% |
| #38 | Scott Spieker | 283113 | Bank Five Nine | 410817 | Oconomowoc, WI | $6.1M | 15 | 62.5% |
| #39 | Dana Vandenack | 439850 | Nicolet National Bank | 411069 | Green Bay, WI | $6.1M | 12 | 70.6% |
| #40 | Mark Joswick | 515897 | Altra Federal Credit Union | 457287 | La Crosse, WI | $6.0M | 17 | 81.0% |
| #41 | Kalliope Orlando | 282299 | Synergy One Lending, Inc. | 1907235 | Muskego, WI | $5.9M | 14 | 45.2% |
| #42 | Victoria Andes | 447073 | Tri City National Bank | 433891 | Brookfield, WI | $5.9M | 11 | 91.7% |
| #43 | Benjamin Hoffman | 976743 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $5.8M | 15 | 50.0% |
| #44 | Jared Johnson | 642035 | Royal Credit Union | 543781 | Eau Claire, WI | $5.8M | 15 | 46.9% |
| #45 | DAVID BROGAN | 1031161 | Bank Five Nine | 410817 | Oconomowoc, WI | $5.8M | 13 | 52.0% |
| #46 | Thomas Hotter | 1840776 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $5.7M | 12 | 54.5% |
| #47 | Jonathan Snodgrass | 275681 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $5.7M | 14 | 66.7% |
| #48 | Jason Weitzel | 744187 | JOHNSON BANK | 463046 | Kenosha, WI | $5.6M | 14 | 73.7% |
| #49 | Ryan Smith | 287314 | Guild Mortgage Company LLC | 3274 | Madison, WI | $5.6M | 17 | 65.4% |
| #50 | Jason Stampfli | 282831 | Stampfli Mortgage LLC | 1598803 | Verona, WI | $5.6M | 16 | 64.0% |
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 August 23, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-volume
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