Retention champions in Wisconsin in 2024, ranked by total volume. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of August 27, 2026, the top 3 include Patrick Averill (Thompson Kane & Company, Inc., NMLS #926414), Tammy Klemmer (JOHNSON BANK, NMLS #747127), and Megan Davis (PARK BANK, THE, NMLS #633108).
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 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $12.7M | 34 | 54.8% |
| #2 | Tammy Klemmer | 747127 | JOHNSON BANK | 463046 | Brookfield, WI | $12.6M | 26 | 86.7% |
| #3 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $10.2M | 18 | 90.0% |
| #4 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $9.2M | 24 | 88.9% |
| #5 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $9.1M | 24 | 82.8% |
| #6 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $8.8M | 24 | 38.7% |
| #7 | Timothy Holdmann | 1593146 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.0M | 24 | 70.6% |
| #8 | Michael Fohey | 718442 | Community State Bank | 637607 | Union Grove, WI | $7.8M | 24 | 77.4% |
| #9 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $7.8M | 23 | 82.1% |
| #10 | Todd Simon | 766424 | Ark-La-Tex Financial Services, LLC | 2143 | Brookfield, WI | $7.6M | 25 | 75.8% |
| #11 | Robert Bartel | 271670 | Executive Mortgage, LLC | 271650 | — | $7.2M | 26 | 49.1% |
| #12 | Christian Gridley | 326449 | Bank of New Glarus, The | 619812 | Madison, WI | $7.1M | 21 | 84.0% |
| #13 | Kristen Bulfer | 1615477 | Waukesha State Bank | 439834 | Waukesha, WI | $6.9M | 14 | 82.4% |
| #14 | Justin Scott | 878581 | Executive Mortgage, LLC | 271650 | Green Bay, WI | $6.3M | 27 | 50.9% |
| #15 | David Mastopietro | 474087 | U.S. Bank National Association | 402761 | New Berlin, WI | $6.3M | 11 | 91.7% |
| #16 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $6.3M | 18 | 78.3% |
| #17 | Sherri Krabath | 526249 | Waukesha State Bank | 439834 | — | $5.8M | 12 | 85.7% |
| #18 | James Pope | 755964 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $5.8M | 9 | 47.4% |
| #19 | Michael Kurth | 250056 | Waukesha State Bank | 439834 | Waukesha, WI | $5.8M | 14 | 82.4% |
| #20 | Scott Hart | 526247 | Waukesha State Bank | 439834 | Waukesha, WI | $5.5M | 8 | 61.5% |
| #21 | Mark Joswick | 515897 | Altra Federal Credit Union | 457287 | La Crosse, WI | $5.3M | 12 | 52.2% |
| #22 | Brenda Rosenwald | 279004 | Waukesha State Bank | 439834 | Waukesha, WI | $5.2M | 10 | 66.7% |
| #23 | Douglas Gray | 530731 | Waukesha State Bank | 439834 | Waukesha, WI | $5.1M | 6 | 33.3% |
| #24 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $5.0M | 15 | 88.2% |
| #25 | Peter Bethke | 264756 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $5.0M | 13 | 72.2% |
| #26 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $4.8M | 18 | 85.7% |
| #27 | Kalliope Orlando | 282299 | Synergy One Lending, Inc. | 1907235 | Muskego, WI | $4.8M | 13 | 56.5% |
| #28 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $4.8M | 21 | 70.0% |
| #29 | Jonathan Snodgrass | 275681 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $4.6M | 8 | 50.0% |
| #30 | Kristy Van Lanen | 342018 | Cornerstone Mortgage, LLC | 140031 | De Pere, WI | $4.5M | 12 | 66.7% |
| #31 | Michelle Hahn | 762819 | Bank of Sun Prairie | 446298 | Sun Prairie, WI | $4.4M | 13 | 76.5% |
| #32 | Phillip Terranova | 919375 | Guidance Mortgage LLC | 220081 | Peachtree City, GA | $4.4M | 12 | 85.7% |
| #33 | Brian DesPlaines | 553352 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $4.3M | 9 | 56.3% |
| #34 | Brian Hofmann | 1114622 | Mortgage Nerds, LLC | 1946237 | Appleton, WI | $4.3M | 13 | 50.0% |
| #35 | SARA HEBERT | 1540309 | Nicolet National Bank | 411069 | Appleton, WI | $4.3M | 10 | 62.5% |
| #36 | Gavin Walwork | 273787 | Guidance Mortgage LLC | 220081 | Brookfield, WI | $4.3M | 11 | 73.3% |
| #37 | Dawn Chavez | 1544111 | Movement Mortgage, LLC | 39179 | Okauchee, WI | $4.1M | 8 | 72.7% |
| #38 | JoAnne Marks | 1034628 | PrimeLending, A PlainsCapital Company | 13649 | — | $4.1M | 9 | 69.2% |
| #39 | Heather Ebeling | 428557 | JOHNSON BANK | 463046 | Green Bay, WI | $4.1M | 8 | 80.0% |
| #40 | Crystal Lautenbach | 451162 | Bank of Prairie du Sac | 673057 | Prairie du Sac, WI | $4.0M | 17 | 89.5% |
| #41 | Jerome Serketich | 260940 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $4.0M | 12 | 63.2% |
| #42 | Ben Revak | 506822 | ProVisor, Inc. | 1802853 | Brookfield, WI | $4.0M | 9 | 81.8% |
| #43 | Michael Zilli | 233940 | Fairway Independent Mortgage Corporation | 2289 | Fitchburg, WI | $3.9M | 10 | 90.9% |
| #44 | Thomas Counsell | 1008213 | CME Lending Group LLC | 1248883 | Brookfield, WI | $3.9M | 10 | 66.7% |
| #45 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $3.9M | 18 | 52.9% |
| #46 | Ericka Eckardt | 1543851 | Peoples State Bank | 411594 | — | $3.8M | 8 | 72.7% |
| #47 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $3.8M | 13 | 56.5% |
| #48 | Troy Arenz | 466585 | Firefighters Credit Union | 411969 | Onalaska, WI | $3.7M | 16 | 76.2% |
| #49 | Brian Armstrong | 489497 | PremierBank | 470214 | Fort Atkinson, WI | $3.7M | 24 | 100.0% |
| #50 | Adam Aleknavicius | 230948 | Secure Choice Lending | 1689518 | De Pere, WI | $3.7M | 12 | 52.2% |
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 (2024). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-volume/2024
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