COVID 19 Update:

We hope that you and your family are staying safe during these uncertain times. We remain committed to protecting the safety and well-being of our employees as well as minimizing any impact for our clients.  To that end, the Strategic Group is continuing normal business hours remotely.

If you need any assistance or have questions, please contact us at 888-800-1031 or email

Our Team

The Strategic Group has brought together industry leading experts in the areas of investments, taxation, and corporate strategy.


James Freeman, Principal

James Freeman - Managing Partner

Ricky Novak, Principal

Ricky Novak, Co-Managing Partner

Steve Rothschild, Principal

Steve Rothschild, Partner

Chris Martiner, Managing Director


Kathryn Williams, CPA, Director of Tax and Finance

Jessica Freeman, Director of Fund Operations

Robyn McClung, Director of Operations

1031 Team

Brian Baummer, Senior Manager

Lori A. Coremin, Senior Paralegal

Sonia Nadotti, Senior Paralegal


Kristian Hayden, Executive Assistant