Retention champions in Wisconsin this year, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of May 18, 2026, the top 3 include Timothy Holdmann (Accunet Mortgage LLC, NMLS #1593146), Jerome Serketich (Accunet Mortgage LLC, NMLS #260940), and Tammy Klemmer (JOHNSON BANK, NMLS #747127).
Updated · Mortgage origination data has varying lag based on county public recording speeds.
| Rank | Loan officer | LO NMLS | Lender / Broker | Lender NMLS | Location | Retained Volume | Retained Loans | Retention Rate |
|---|---|---|---|---|---|---|---|---|
| #1 | Timothy Holdmann | 1593146 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $14.6M | 39 | 92.9% |
| #2 | Jerome Serketich | 260940 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $11.6M | 35 | 89.7% |
| #3 | Tammy Klemmer | 747127 | JOHNSON BANK | 463046 | Brookfield, WI | $17.5M | 27 | 96.4% |
| #4 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $10.3M | 25 | 92.6% |
| #4 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $8.4M | 25 | 83.3% |
| #6 | Craig Stanislaw | 400618 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $10.7M | 23 | 85.2% |
| #7 | Michael Zilli | 233940 | Fairway Independent Mortgage Corporation | 2289 | Fitchburg, WI | $10.2M | 22 | 84.6% |
| #8 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $7.9M | 21 | 65.6% |
| #8 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $8.6M | 21 | 84.0% |
| #8 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $7.4M | 21 | 28.8% |
| #8 | Jason Weber | 275447 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $6.8M | 21 | 75.0% |
| #8 | Todd Simon | 766424 | Ark-La-Tex Financial Services, LLC | 2143 | Brookfield, WI | $8.0M | 21 | 72.4% |
| #8 | Bradley Kramer | 1196031 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $6.8M | 21 | 87.5% |
| #8 | Jacob Salemi | 678222 | Epic Mortgage Processing LLC | 2404936 | Hampshire, IL | $7.2M | 21 | 67.7% |
| #15 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $7.3M | 20 | 29.9% |
| #15 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $8.4M | 20 | 76.9% |
| #15 | Rick McKinley | 506801 | University of Wisconsin Credit Union | 411231 | Madison, WI | $6.6M | 20 | 83.3% |
| #18 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $5.5M | 19 | 82.6% |
| #19 | Peter Radjenovich | 283702 | Guild Mortgage Company LLC | 3274 | Greenfield, WI | $4.6M | 18 | 94.7% |
| #19 | Robert Bartel | 271670 | Executive Mortgage, LLC | 271650 | Green Bay, WI | $5.6M | 18 | 69.2% |
| #19 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $9.1M | 18 | 90.0% |
| #22 | Jamison Kaul | 879044 | Fairway Independent Mortgage Corporation | 2289 | Mequon, WI | $5.1M | 17 | 65.4% |
| #22 | Thomas Counsell | 1008213 | CME Lending Group LLC | 1248883 | Brookfield, WI | $7.2M | 17 | 63.0% |
| #22 | James Pope | 755964 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $13.5M | 17 | 73.9% |
| #22 | Jacob Schoemann | 403002 | Ixonia Bank | 423065 | Brookfield, WI | $6.5M | 17 | 58.6% |
| #26 | Ryan Smith | 287314 | Guild Mortgage Company LLC | 3274 | Madison, WI | $4.9M | 16 | 80.0% |
| #27 | Jason Stampfli | 282831 | Stampfli Mortgage LLC | 1598803 | Verona, WI | $4.9M | 14 | 77.8% |
| #27 | Charles Sindelar | 915408 | JPMorgan Chase Bank, National Association | 399798 | Brookfield, WI | $4.4M | 14 | 73.7% |
| #27 | Mark David | 241449 | Bank CMG | 491916 | Brookfield, WI | $4.2M | 14 | 43.8% |
| #27 | Benjamin Hoffman | 976743 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $5.5M | 14 | 58.3% |
| #27 | Troy Magestro | 555773 | University of Wisconsin Credit Union | 411231 | Madison, WI | $5.3M | 14 | 60.9% |
| #27 | Sandra Okruszynski | 261319 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $6.0M | 14 | 82.4% |
| #27 | Scott Halverson | 400674 | A+ Mortgage Services, Inc. | 259353 | Delafield, WI | $6.2M | 14 | 56.0% |
| #27 | William Moeller | 536570 | Bank Five Nine | 410817 | Oconomowoc, WI | $4.7M | 14 | 77.8% |
| #35 | Isaac Haight | 1705180 | University of Wisconsin Credit Union | 411231 | Madison, WI | $4.5M | 13 | 68.4% |
| #35 | Jason Weitzel | 744187 | JOHNSON BANK | 463046 | Kenosha, WI | $5.4M | 13 | 100.0% |
| #35 | Eric Reed | 1110784 | Ixonia Bank | 423065 | Brookfield, WI | $4.2M | 13 | 81.3% |
| #35 | SARA HEBERT | 1540309 | Nicolet National Bank | 411069 | Appleton, WI | $6.1M | 13 | 65.0% |
| #35 | julie waldron | 265905 | American Financial Network, Inc. | 237341 | Elm Grove, WI | $4.3M | 13 | 68.4% |
| #35 | Jared Johnson | 642035 | Royal Credit Union | 543781 | Eau Claire, WI | $5.2M | 13 | 59.1% |
| #35 | Mark Joswick | 515897 | Altra Federal Credit Union | 457287 | La Crosse, WI | $4.2M | 13 | 86.7% |
| #35 | John Warren | 1990435 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $4.6M | 13 | 59.1% |
| #43 | Nicholas Wurzer | 282497 | NATIONS LENDING CORPORATION | 32416 | Green Bay, WI | $4.4M | 12 | 80.0% |
| #43 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $3.7M | 12 | 50.0% |
| #43 | Scott Berg | 280360 | NATIONS LENDING CORPORATION | 32416 | Waukesha, WI | $3.8M | 12 | 60.0% |
| #43 | Kalliope Orlando | 282299 | Wisconsin Mortgage Corporation | 280412 | Brookfield, WI | $5.0M | 12 | 46.2% |
| #43 | Robert Lessner | 253697 | Bank CMG | 491916 | Beaver Dam, WI | $3.7M | 12 | 80.0% |
| #43 | Philip Mears | 400555 | Wells Fargo Bank, National Association | 399801 | Appleton, WI | $2.7M | 12 | 60.0% |
| #43 | Christian Gridley | 326449 | Bank of New Glarus, The | 619812 | Madison, WI | $5.5M | 12 | 85.7% |
| #43 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $4.1M | 12 | 75.0% |