Retention champions in Wisconsin in 2023, ranked by total volume. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of July 13, 2026, the top 3 include Jessica Duren (CAPITOL BANK, NMLS #709652), Kyle Geis (Waukesha State Bank, NMLS #585582), 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 | Jessica Duren | 709652 | CAPITOL BANK | 520881 | Madison, WI | $15.7M | 15 | 83.3% |
| #2 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $7.8M | 21 | 80.8% |
| #3 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $6.9M | 23 | 57.5% |
| #4 | Michael Kurth | 250056 | Waukesha State Bank | 439834 | Waukesha, WI | $6.1M | 11 | 78.6% |
| #5 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $6.1M | 19 | 54.3% |
| #6 | Christopher Campbell | 507069 | First National Community Bank | 412555 | New Richmond, WI | $4.3M | 11 | 55.0% |
| #7 | Michael Fohey | 718442 | Community State Bank | 637607 | Union Grove, WI | $4.1M | 18 | 78.3% |
| #8 | Clint Ziegler | 288891 | LAKE RIDGE BANK | 441735 | Middleton, WI | $3.8M | 6 | 42.9% |
| #9 | Kelly Lambrecht | 1478460 | Port Washington State Bank | 460289 | Cedarburg, WI | $3.7M | 8 | 72.7% |
| #10 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $3.5M | 24 | 63.2% |
| #11 | Kimberly Terpstra | 776940 | Primary Residential Mortgage, Inc. | 3094 | — | $3.2M | 12 | 80.0% |
| #12 | Edward Hughes | 502053 | Waukesha State Bank | 439834 | — | $2.9M | 4 | 40.0% |
| #13 | Perry Miller | 400447 | Guild Mortgage Company LLC | 3274 | Brookfield, WI | $2.9M | 8 | 66.7% |
| #14 | Jennifer Nerva | 528424 | CROSSBRIDGE COMMUNITY BANK | 402921 | Tomahawk, WI | $2.9M | 12 | 100.0% |
| #15 | Don Madisen | 245411 | Waukesha State Bank | 439834 | — | $2.9M | 8 | 72.7% |
| #16 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $2.8M | 9 | 69.2% |
| #17 | Jeremiah Nelson | 280614 | Midwest Mortgage of America Corporation | 1791501 | Hayward, WI | $2.8M | 10 | 41.7% |
| #18 | Corey Randl | 500032 | Bell Bank | 419538 | Madison, WI | $2.6M | 5 | 38.5% |
| #19 | Mary Ann Scheel | 296822 | Great Midwest Bank, SSB | 249067 | Greenfield, WI | $2.6M | 12 | 80.0% |
| #20 | adam deputy | 250217 | Geneva Financial, LLC | 42056 | Nashotah, WI | $2.5M | 7 | 63.6% |
| #21 | Andrea Kaehny | 553658 | Horicon Bank | 434805 | West Bend, WI | $2.5M | 19 | 79.2% |
| #22 | David Barnett | 579143 | First Citizens State Bank | 460941 | Whitewater, WI | $2.5M | 9 | 75.0% |
| #23 | Stacy Dyreson | 797322 | The Peoples Community Bank | 537126 | Mazomanie, WI | $2.4M | 4 | 40.0% |
| #24 | Valerie Memmer | 518248 | HIAWATHA NATIONAL BANK | 673297 | Glenwood City, WI | $2.3M | 12 | 54.5% |
| #25 | Scott Hart | 526247 | Waukesha State Bank | 439834 | Waukesha, WI | $2.3M | 4 | 36.4% |
| #26 | Todd Schultz | 642092 | Peoples State Bank | 411594 | Weston, WI | $2.2M | 12 | 70.6% |
| #27 | Angela McCrory-Lisowe | 444753 | Horicon Bank | 434805 | Fond du Lac, WI | $2.2M | 14 | 87.5% |
| #28 | Todd Waldhart | 609635 | Taylor Credit Union | 501044 | Medford, WI | $2.0M | 10 | 58.8% |
| #29 | Renae Stafslien | 470168 | U.S. Bank National Association | 402761 | — | $2.0M | 4 | 30.8% |
| #30 | MICHAELA PETERSEN | 505004 | LAKE RIDGE BANK | 441735 | — | $2.0M | 3 | 25.0% |
| #31 | Carrie Bowe | 627112 | Citizens State Bank | 616768 | Cadott, WI | $1.9M | 9 | 75.0% |
| #32 | Shelley Young | 502487 | Bank First, National Association | 433854 | Waupaca, WI | $1.9M | 12 | 63.2% |
| #33 | ROBERT CIBRARIO | 273245 | GATEWAY MORTGAGE CORPORATION | 264888 | Kenosha, WI | $1.8M | 4 | 28.6% |
| #34 | Jessica Held | 910242 | Compeer Financial, ACA | 619731 | Fond du Lac, WI | $1.8M | 11 | 84.6% |
| #35 | Brian Armstrong | 489497 | PremierBank | 470214 | Fort Atkinson, WI | $1.8M | 22 | 95.7% |
| #36 | Savannah O'Shaughnessy | 433789 | Capital Credit Union | 442983 | Green Bay, WI | $1.7M | 16 | 64.0% |
| #37 | DEREK DREWS | 442239 | Fox Valley Savings Bank | 421718 | Waupun, WI | $1.7M | 7 | 70.0% |
| #38 | Matthew Faron | 466583 | Firefighters Credit Union | 411969 | Holmen, WI | $1.7M | 6 | 50.0% |
| #39 | Brenda Fisher | 515904 | Altra Federal Credit Union | 457287 | La Crosse, WI | $1.6M | 6 | 37.5% |
| #40 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $1.6M | 6 | 50.0% |
| #41 | Michele Brettingen | 478294 | CoVantage Credit Union | 412987 | Antigo, WI | $1.6M | 6 | 54.5% |
| #42 | Dale Milkie | 428563 | Fox Communities Credit Union | 402968 | De Pere, WI | $1.5M | 16 | 76.2% |
| #43 | Wendy Christenson | 417436 | Forte Bank | 409428 | Richfield, WI | $1.5M | 7 | 70.0% |
| #44 | Lexie Buschor | 451729 | MOUND CITY BANK | 440728 | Belmont, WI | $1.4M | 12 | 85.7% |
| #45 | Ryan Gebhart | 603363 | NATIONAL EXCHANGE BANK AND TRUST | 411152 | Mount Calvary, WI | $1.4M | 6 | 60.0% |
| #46 | Angela Domine | 720544 | Community First Credit Union | 451378 | Waupaca, WI | $1.4M | 5 | 20.8% |
| #47 | Gale Brandsma | 469857 | Horicon Bank | 434805 | Fond du Lac, WI | $1.4M | 12 | 75.0% |
| #48 | Linda Chay | 1419913 | Port Washington State Bank | 460289 | Port Washington, WI | $1.4M | 4 | 36.4% |
| #49 | Jeffrey Sproul | 642100 | Royal Credit Union | 543781 | — | $1.4M | 3 | 21.4% |
| #50 | Mark Joswick | 515897 | Altra Federal Credit Union | 457287 | La Crosse, WI | $1.3M | 5 | 23.8% |
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 (2023). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-volume/2023
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