Nick brings over a decade of experience in the mortgage industry, with a career that spans major banks, private lenders, and the management of mortgage investment

companies with assets under management exceeding $1 billion. His responsibilities have included overseeing underwriting, risk management, and loss provision.


In addition to his portfolio management expertise, Nick has led high-performing teams of financing professionals, giving him a unique perspective on both the strategic and operational sides of the mortgage business. This blend of leadership and hands-on experience enables him to guide clients with confidence across the full spectrum of mortgage solutions, from traditional lending to highly customized financing strategies.


Nick’s clients value his clear communication, thoughtful approach, and ability to tailor solutions to align with their financial goals. He is dedicated to ensuring every client feels empowered and well-supported throughout the mortgage process.

Nick Theobald

Partner/Principal Broker