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 May 28, 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 | $7.5M | 19 | 82.6% |
| #3 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $6.8M | 22 | 56.4% |
| #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 | $4.5M | 12 | 57.1% |
| #7 | Michael Fohey | 718442 | Community State Bank | 637607 | Union Grove, WI | $4.1M | 18 | 81.8% |
| #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 | Dawn Andersen | 526254 | LAKE RIDGE BANK | 441735 | Oregon, WI | $3.7M | 3 | 30.0% |
| #11 | Kimberly Terpstra | 776940 | Primary Residential Mortgage, Inc. | 3094 | — | $3.2M | 12 | 80.0% |
| #12 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $3.2M | 22 | 59.5% |
| #13 | Edward Hughes | 502053 | Waukesha State Bank | 439834 | — | $2.9M | 4 | 40.0% |
| #14 | Perry Miller | 400447 | Guild Mortgage Company LLC | 3274 | Brookfield, WI | $2.9M | 8 | 66.7% |
| #15 | Jennifer Nerva | 528424 | CROSSBRIDGE COMMUNITY BANK | 402921 | Tomahawk, WI | $2.9M | 12 | 100.0% |
| #16 | Don Madisen | 245411 | Waukesha State Bank | 439834 | — | $2.9M | 8 | 72.7% |
| #17 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $2.8M | 9 | 69.2% |
| #18 | Jeremiah Nelson | 280614 | Midwest Mortgage of America Corporation | 1791501 | Hayward, WI | $2.8M | 10 | 41.7% |
| #19 | Corey Randl | 500032 | Bell Bank | 419538 | Madison, WI | $2.6M | 5 | 38.5% |
| #20 | Mary Ann Scheel | 296822 | Great Midwest Bank, SSB | 249067 | Greenfield, WI | $2.6M | 12 | 80.0% |
| #21 | adam deputy | 250217 | Geneva Financial, LLC | 42056 | Nashotah, WI | $2.5M | 7 | 63.6% |
| #22 | David Barnett | 579143 | First Citizens State Bank | 460941 | Whitewater, WI | $2.5M | 9 | 75.0% |
| #23 | Andrea Kaehny | 553658 | Horicon Bank | 434805 | West Bend, WI | $2.4M | 18 | 78.3% |
| #24 | Stacy Dyreson | 797322 | The Peoples Community Bank | 537126 | Mazomanie, WI | $2.4M | 4 | 40.0% |
| #25 | Valerie Memmer | 518248 | HIAWATHA NATIONAL BANK | 673297 | Glenwood City, WI | $2.3M | 12 | 54.5% |
| #26 | Scott Hart | 526247 | Waukesha State Bank | 439834 | Waukesha, WI | $2.3M | 4 | 36.4% |
| #27 | Todd Schultz | 642092 | Peoples State Bank | 411594 | Weston, WI | $2.1M | 11 | 68.8% |
| #28 | Renae Stafslien | 470168 | U.S. Bank National Association | 402761 | — | $2.0M | 4 | 30.8% |
| #29 | Angela McCrory-Lisowe | 444753 | Horicon Bank | 434805 | Fond du Lac, WI | $2.0M | 13 | 86.7% |
| #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 | Angela Domine | 720544 | Community First Credit Union | 451378 | Waupaca, WI | $1.9M | 6 | 25.0% |
| #33 | ROBERT CIBRARIO | 273245 | GATEWAY MORTGAGE CORPORATION | 264888 | Kenosha, WI | $1.8M | 4 | 28.6% |
| #34 | Brian Armstrong | 489497 | PremierBank | 470214 | Fort Atkinson, WI | $1.8M | 22 | 95.7% |
| #35 | Jessica Held | 910242 | Compeer Financial, ACA | 619731 | Fond du Lac, WI | $1.7M | 10 | 83.3% |
| #36 | DEREK DREWS | 442239 | Fox Valley Savings Bank | 421718 | Waupun, WI | $1.7M | 7 | 70.0% |
| #37 | Matthew Faron | 466583 | Firefighters Credit Union | 411969 | Holmen, WI | $1.7M | 6 | 50.0% |
| #38 | Shawna Mertens | 698420 | Guild Mortgage Company LLC | 3274 | Fond du Lac, WI | $1.7M | 9 | 33.3% |
| #39 | Brenda Fisher | 515904 | Altra Federal Credit Union | 457287 | La Crosse, WI | $1.6M | 6 | 37.5% |
| #40 | Shelley Young | 502487 | Bank First, National Association | 433854 | Waupaca, WI | $1.6M | 10 | 52.6% |
| #41 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $1.6M | 6 | 50.0% |
| #42 | Michele Brettingen | 478294 | CoVantage Credit Union | 412987 | Antigo, WI | $1.6M | 6 | 54.5% |
| #43 | Savannah O'Shaughnessy | 433789 | Capital Credit Union | 442983 | Green Bay, WI | $1.5M | 15 | 65.2% |
| #44 | Wendy Christenson | 417436 | Forte Bank | 409428 | Richfield, WI | $1.5M | 7 | 70.0% |
| #45 | Lexie Buschor | 451729 | MOUND CITY BANK | 440728 | Belmont, WI | $1.4M | 12 | 85.7% |
| #46 | Ryan Gebhart | 603363 | NATIONAL EXCHANGE BANK AND TRUST | 411152 | Mount Calvary, WI | $1.4M | 6 | 60.0% |
| #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 | Todd Waldhart | 609635 | Taylor Credit Union | 501044 | Medford, WI | $1.3M | 8 | 53.3% |
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 May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-volume/2023
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