Retention champions in Wisconsin in 2026, 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 Tammy Klemmer (JOHNSON BANK, NMLS #747127), Timothy Holdmann (Accunet Mortgage LLC, NMLS #1593146), and James Pope (Barrington Bank & Trust Company N.A., NMLS #755964).
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 | Tammy Klemmer | 747127 | JOHNSON BANK | 463046 | Brookfield, WI | $17.5M | 27 | 96.4% |
| #2 | Timothy Holdmann | 1593146 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $15.4M | 41 | 91.1% |
| #3 | James Pope | 755964 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $13.5M | 17 | 68.0% |
| #4 | Jerome Serketich | 260940 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $11.6M | 35 | 89.7% |
| #5 | Michael Zilli | 233940 | Fairway Independent Mortgage Corporation | 2289 | Fitchburg, WI | $11.1M | 25 | 83.3% |
| #6 | Craig Stanislaw | 400618 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $10.7M | 23 | 79.3% |
| #7 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $10.7M | 29 | 34.5% |
| #8 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $10.3M | 25 | 89.3% |
| #9 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $9.1M | 18 | 90.0% |
| #10 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $9.0M | 21 | 77.8% |
| #11 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $8.6M | 21 | 80.8% |
| #12 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $8.4M | 25 | 83.3% |
| #13 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $8.1M | 22 | 30.6% |
| #14 | Todd Simon | 766424 | Ark-La-Tex Financial Services, LLC | 2143 | Brookfield, WI | $8.0M | 21 | 70.0% |
| #15 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $7.9M | 21 | 65.6% |
| #16 | Jacob Salemi | 678222 | Epic Mortgage Processing LLC | 2404936 | Hampshire, IL | $7.6M | 22 | 68.8% |
| #17 | Thomas Counsell | 1008213 | CME Lending Group LLC | 1248883 | Brookfield, WI | $7.2M | 17 | 63.0% |
| #18 | Rick McKinley | 506801 | University of Wisconsin Credit Union | 411231 | Madison, WI | $7.2M | 21 | 77.8% |
| #19 | Jason Weber | 275447 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $6.8M | 21 | 75.0% |
| #20 | Bradley Kramer | 1196031 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $6.8M | 21 | 84.0% |
| #21 | Jacob Schoemann | 403002 | Ixonia Bank | 423065 | Brookfield, WI | $6.5M | 17 | 58.6% |
| #22 | Scott Halverson | 400674 | A+ Mortgage Services, Inc. | 259353 | Delafield, WI | $6.5M | 15 | 53.6% |
| #23 | William Rehn | 1171662 | Bank First, National Association | 433854 | Green Bay, WI | $6.4M | 11 | 73.3% |
| #24 | Kimberly Trainor | 552579 | Prosperity Home Mortgage, LLC | 75164 | Fitchburg, WI | $6.4M | 9 | 45.0% |
| #25 | Sarah Dorn | 328906 | Fairway Independent Mortgage Corporation | 2289 | Pewaukee, WI | $6.4M | 12 | 66.7% |
| #26 | SARA HEBERT | 1540309 | Nicolet National Bank | 411069 | Appleton, WI | $6.1M | 13 | 65.0% |
| #27 | Robert Bartel | 271670 | Executive Mortgage, LLC | 271650 | Green Bay, WI | $6.1M | 20 | 69.0% |
| #28 | Sandra Okruszynski | 261319 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $6.0M | 14 | 82.4% |
| #29 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $6.0M | 16 | 80.0% |
| #30 | Christian Gridley | 326449 | Bank of New Glarus, The | 619812 | Madison, WI | $5.7M | 13 | 76.5% |
| #31 | Troy Magestro | 555773 | University of Wisconsin Credit Union | 411231 | Madison, WI | $5.7M | 15 | 62.5% |
| #32 | Ryan Smith | 287314 | Guild Mortgage Company LLC | 3274 | Madison, WI | $5.6M | 17 | 81.0% |
| #33 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $5.5M | 19 | 82.6% |
| #34 | Benjamin Hoffman | 976743 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $5.5M | 14 | 56.0% |
| #35 | Jason Weitzel | 744187 | JOHNSON BANK | 463046 | Kenosha, WI | $5.4M | 13 | 100.0% |
| #36 | Brian Hofmann | 1114622 | Mortgage Nerds, LLC | 1946237 | Appleton, WI | $5.3M | 12 | 48.0% |
| #37 | Jared Johnson | 642035 | Royal Credit Union | 543781 | Eau Claire, WI | $5.2M | 13 | 54.2% |
| #38 | Jamison Kaul | 879044 | Fairway Independent Mortgage Corporation | 2289 | Mequon, WI | $5.1M | 17 | 60.7% |
| #39 | Ethan Brooks | 1639987 | Fairway Independent Mortgage Corporation | 2289 | Wauwatosa, WI | $5.1M | 12 | 41.4% |
| #40 | Kalliope Orlando | 282299 | Wisconsin Mortgage Corporation | 280412 | Brookfield, WI | $5.0M | 12 | 46.2% |
| #41 | Brenda Fisher | 515904 | Altra Federal Credit Union | 457287 | La Crosse, WI | $5.0M | 12 | 75.0% |
| #42 | Jonathan Snodgrass | 275681 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $5.0M | 11 | 64.7% |
| #43 | John Harms | 338078 | Associated Bank, National Association | 442791 | Whitefish Bay, WI | $5.0M | 7 | 63.6% |
| #44 | Brian DesPlaines | 553352 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $4.9M | 11 | 73.3% |
| #45 | Jason Stampfli | 282831 | Stampfli Mortgage LLC | 1598803 | Verona, WI | $4.9M | 14 | 73.7% |
| #46 | Lori Jasicki | 502366 | Fairway Independent Mortgage Corporation | 2289 | New Berlin, WI | $4.9M | 12 | 63.2% |
| #47 | Scott Berg | 280360 | NATIONS LENDING CORPORATION | 32416 | Waukesha, WI | $4.8M | 15 | 65.2% |
| #48 | Dawn Chavez | 1544111 | Movement Mortgage, LLC | 39179 | Okauchee, WI | $4.8M | 7 | 46.7% |
| #49 | William Moeller | 536570 | Bank Five Nine | 410817 | Oconomowoc, WI | $4.7M | 14 | 77.8% |
| #50 | Rachel Solt | 663933 | University of Wisconsin Credit Union | 411231 | Madison, WI | $4.7M | 12 | 57.1% |
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 (2026). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-volume/2026
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