Jeremy is a Senior Financial Consultant and Fiduciary with a distinguished career in financial advising and life insurance that began in 2001. A magna cum laude graduate from Saint Anselm College with a degree in biology and a pre-med emphasis, Jeremy's journey in the financial industry started in a career agency in the Charlotte area. His proficiency and dedication quickly propelled him through the ranks, leading to his role in reviving the investment division in 2002 and subsequently heading it in 2003.

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In 2004, Jeremy's talents were recognized with a promotion to field trainer, and by 2008, he was leading his own team alongside the investment management division. His entrepreneurial spirit led him to establish Breese Financial Group LLC in 2011, aiming to offer more comprehensive financial solutions and education to clients. That same year, he co-founded the American Financial Education Alliance (AFEA), a 501(c)3 non-profit dedicated to advancing financial literacy. At AFEA, he served as COO, overseeing course content creation and coaching instructors.

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By late 2022, Jeremy shifted his focus towards directly assisting individuals in building and maintaining wealth and legacy through comprehensive education and planning, covering three key areas: Financial Planning and Management, Estate Planning, and Tax Planning.

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Residing in the greater Charlotte, NC area since 2001 with his wife and four children, Jeremy is a New Hampshire native who enjoys movies, outdoor activities, and quality family time. His extensive experience and passion for financial education make him an invaluable asset to Redwood Private Wealth and its clients, guiding them towards financial security and informed legacy planning.