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 May 28, 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 | 55.7% |
| #2 | Tammy Klemmer | 747127 | JOHNSON BANK | 463046 | Brookfield, WI | $12.6M | 26 | 83.9% |
| #3 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $9.4M | 17 | 89.5% |
| #4 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $9.1M | 24 | 82.8% |
| #5 | Timothy Holdmann | 1593146 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.0M | 24 | 70.6% |
| #6 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $7.9M | 22 | 84.6% |
| #7 | Michael Fohey | 718442 | Community State Bank | 637607 | Union Grove, WI | $7.8M | 24 | 77.4% |
| #8 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $7.8M | 23 | 82.1% |
| #9 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $7.6M | 23 | 37.7% |
| #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 | Green Bay, WI | $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 | David Mastopietro | 474087 | U.S. Bank National Association | 402761 | New Berlin, WI | $6.6M | 12 | 85.7% |
| #15 | Justin Scott | 878581 | Executive Mortgage, LLC | 271650 | Green Bay, WI | $6.3M | 27 | 50.9% |
| #16 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $6.3M | 18 | 78.3% |
| #17 | Mark Joswick | 515897 | Altra Federal Credit Union | 457287 | La Crosse, WI | $5.9M | 13 | 54.2% |
| #18 | Sherri Krabath | 526249 | Waukesha State Bank | 439834 | — | $5.8M | 12 | 85.7% |
| #19 | James Pope | 755964 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $5.8M | 9 | 47.4% |
| #20 | Michael Kurth | 250056 | Waukesha State Bank | 439834 | Waukesha, WI | $5.8M | 14 | 82.4% |
| #21 | Scott Hart | 526247 | Waukesha State Bank | 439834 | Waukesha, WI | $5.5M | 8 | 61.5% |
| #22 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $5.3M | 16 | 88.9% |
| #23 | Brenda Rosenwald | 279004 | Waukesha State Bank | 439834 | Waukesha, WI | $5.2M | 10 | 66.7% |
| #24 | Douglas Gray | 530731 | Waukesha State Bank | 439834 | Waukesha, WI | $5.1M | 6 | 33.3% |
| #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 | $5.0M | 19 | 86.4% |
| #27 | Kalliope Orlando | 282299 | Wisconsin Mortgage Corporation | 280412 | Brookfield, 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 | 60.0% |
| #34 | Brian Hofmann | 1114622 | Mortgage Nerds, LLC | 1946237 | Appleton, WI | $4.3M | 13 | 50.0% |
| #35 | Gavin Walwork | 273787 | Guidance Mortgage LLC | 220081 | Brookfield, WI | $4.3M | 11 | 73.3% |
| #36 | Dawn Chavez | 1544111 | Movement Mortgage, LLC | 39179 | Okauchee, WI | $4.1M | 8 | 72.7% |
| #37 | JoAnne Marks | 1034628 | PrimeLending, A PlainsCapital Company | 13649 | — | $4.1M | 9 | 69.2% |
| #38 | Heather Ebeling | 428557 | JOHNSON BANK | 463046 | Green Bay, WI | $4.1M | 8 | 80.0% |
| #39 | Crystal Lautenbach | 451162 | Bank of Prairie du Sac | 673057 | Prairie du Sac, WI | $4.0M | 17 | 89.5% |
| #40 | Jerome Serketich | 260940 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $4.0M | 12 | 63.2% |
| #41 | Ben Revak | 506822 | ProVisor, Inc. | 1802853 | Brookfield, WI | $4.0M | 9 | 81.8% |
| #42 | Michael Zilli | 233940 | Fairway Independent Mortgage Corporation | 2289 | Fitchburg, WI | $3.9M | 10 | 90.9% |
| #43 | Thomas Counsell | 1008213 | CME Lending Group LLC | 1248883 | Brookfield, WI | $3.9M | 10 | 66.7% |
| #44 | Ericka Eckardt | 1543851 | Peoples State Bank | 411594 | — | $3.8M | 8 | 72.7% |
| #45 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $3.8M | 13 | 56.5% |
| #46 | SARA HEBERT | 1540309 | Nicolet National Bank | 411069 | Appleton, WI | $3.8M | 9 | 60.0% |
| #47 | Brian Armstrong | 489497 | PremierBank | 470214 | Fort Atkinson, WI | $3.7M | 24 | 100.0% |
| #48 | Adam Aleknavicius | 230948 | Secure Choice Lending | 1689518 | De Pere, WI | $3.7M | 12 | 52.2% |
| #49 | Perry Miller | 400447 | Guild Mortgage Company LLC | 3274 | Brookfield, WI | $3.7M | 10 | 62.5% |
| #50 | Chris Stowell | 195961 | CoVantage Credit Union | 412987 | Antigo, WI | $3.7M | 10 | 55.6% |
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 May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-volume/2024
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