Retention champions in Wisconsin in 2025, 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 Justin Drabowicz (Barrington Bank & Trust Company N.A., NMLS #1006433), David Wickert (Accunet Mortgage LLC, NMLS #328847), and Tammy Klemmer (JOHNSON BANK, NMLS #747127).
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 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $26.0M | 59 | 96.7% |
| #2 | David Wickert | 328847 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $21.2M | 49 | 81.7% |
| #3 | Tammy Klemmer | 747127 | JOHNSON BANK | 463046 | Brookfield, WI | $17.6M | 28 | 82.4% |
| #4 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $15.7M | 37 | 92.5% |
| #5 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $14.5M | 41 | 85.4% |
| #6 | Jerome Serketich | 260940 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $13.3M | 33 | 78.6% |
| #7 | Timothy Holdmann | 1593146 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $12.6M | 32 | 61.5% |
| #8 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $12.0M | 34 | 85.0% |
| #9 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $10.9M | 25 | 23.8% |
| #10 | Mark Joswick | 515897 | Altra Federal Credit Union | 457287 | La Crosse, WI | $10.8M | 26 | 72.2% |
| #11 | James Pope | 755964 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $10.5M | 16 | 59.3% |
| #12 | Jason Weber | 631944 | Bell Bank | 419538 | Madison, WI | $10.2M | 24 | 61.5% |
| #13 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $9.8M | 26 | 22.2% |
| #14 | James Larcheid | 466342 | Waukesha State Bank | 439834 | Waukesha, WI | $9.3M | 10 | 47.6% |
| #15 | James Snyder | 219027 | Guild Mortgage Company LLC | 3274 | Waukesha, WI | $9.3M | 26 | 60.5% |
| #16 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $9.3M | 35 | 55.6% |
| #17 | Thomas Counsell | 1008213 | CME Lending Group LLC | 1248883 | Brookfield, WI | $9.2M | 23 | 62.2% |
| #18 | SARA HEBERT | 1540309 | Nicolet National Bank | 411069 | Appleton, WI | $9.1M | 20 | 76.9% |
| #19 | Douglas Gray | 530731 | Waukesha State Bank | 439834 | Waukesha, WI | $8.7M | 13 | 52.0% |
| #20 | Michael Zilli | 233940 | Fairway Independent Mortgage Corporation | 2289 | Fitchburg, WI | $8.5M | 21 | 58.3% |
| #21 | David Barnett | 579143 | First Citizens State Bank | 460941 | Whitewater, WI | $8.5M | 11 | 42.3% |
| #22 | Bradley Kramer | 1196031 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.4M | 22 | 61.1% |
| #23 | Michael Fohey | 718442 | Community State Bank | 637607 | Union Grove, WI | $8.4M | 19 | 73.1% |
| #24 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $8.3M | 18 | 58.1% |
| #25 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $8.3M | 18 | 51.4% |
| #26 | Christian Gridley | 326449 | Bank of New Glarus, The | 619812 | Madison, WI | $8.2M | 19 | 67.9% |
| #27 | Joseph Long | 288316 | Guild Mortgage Company LLC | 3274 | Madison, WI | $8.2M | 25 | 61.0% |
| #28 | Marie Jones | 290059 | Fairway Independent Mortgage Corporation | 2289 | Watertown, WI | $7.9M | 25 | 65.8% |
| #29 | Eric Reed | 1110784 | Ixonia Bank | 423065 | Brookfield, WI | $7.5M | 21 | 70.0% |
| #30 | Peter Radjenovich | 283702 | Guild Mortgage Company LLC | 3274 | Greenfield, WI | $7.4M | 29 | 76.3% |
| #31 | Dawn Chavez | 1544111 | Movement Mortgage, LLC | 39179 | Okauchee, WI | $7.3M | 9 | 40.9% |
| #32 | Jacob Schoemann | 403002 | Ixonia Bank | 423065 | Brookfield, WI | $7.3M | 21 | 45.7% |
| #33 | Kristen Bulfer | 1615477 | Waukesha State Bank | 439834 | Waukesha, WI | $7.2M | 15 | 62.5% |
| #34 | Troy Arenz | 466585 | Firefighters Credit Union | 411969 | Onalaska, WI | $7.2M | 26 | 78.8% |
| #35 | Julie Zielinski | 279998 | Ixonia Bank | 423065 | Brookfield, WI | $7.2M | 18 | 40.9% |
| #36 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $7.1M | 23 | 52.3% |
| #37 | David Mastopietro | 474087 | U.S. Bank National Association | 402761 | New Berlin, WI | $7.0M | 21 | 80.8% |
| #38 | Jeremiah Nelson | 280614 | Midwest Mortgage of America Corporation | 1791501 | Hayward, WI | $7.0M | 20 | 41.7% |
| #39 | Jason Stampfli | 282831 | Stampfli Mortgage LLC | 1598803 | Verona, WI | $7.0M | 22 | 59.5% |
| #40 | Brian Henneger | 524026 | Dupaco Community Credit Union | 409682 | Madison, WI | $6.8M | 13 | 86.7% |
| #41 | William Moeller | 536570 | Bank Five Nine | 410817 | Oconomowoc, WI | $6.5M | 19 | 67.9% |
| #42 | Sara Blume | 1195505 | Forward Bank | 422932 | Withee, WI | $6.5M | 25 | 86.2% |
| #43 | Karen Wedvick | 770831 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $6.5M | 16 | 69.6% |
| #44 | Ryan Smith | 287314 | Guild Mortgage Company LLC | 3274 | Madison, WI | $6.5M | 19 | 61.3% |
| #45 | Brittni Moran | 990191 | Nicolet National Bank | 411069 | Green Bay, WI | $6.4M | 13 | 72.2% |
| #46 | DAVID BROGAN | 1031161 | Bank Five Nine | 410817 | Oconomowoc, WI | $6.3M | 15 | 60.0% |
| #47 | Brian DesPlaines | 553352 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $6.2M | 13 | 81.3% |
| #48 | Carissa Peterson | 709655 | JOHNSON BANK | 463046 | Madison, WI | $6.2M | 13 | 52.0% |
| #49 | Craig Stanislaw | 400618 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $6.2M | 14 | 46.7% |
| #50 | Kalliope Orlando | 282299 | Synergy One Lending, Inc. | 1907235 | Muskego, WI | $5.9M | 18 | 48.6% |
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 (2025). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-volume/2025
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