Reilly Dwight

Client Service Associate

As a Client Service Associate, Reilly supports client onboarding, account openings, and day-to-day operations that ensure clients receive a smooth, informed, and welcoming experience. She brings a background in education and accounting, along with a deep interest in how financial literacy and wellness impact all aspects of life—from planning a major purchase to preparing for retirement.

Reilly began her career in education, teaching with the Hurricane Island Outward Bound School in Maine and later in a classroom in Burlington, Vermont. Her curiosity about how people plan and make financial decisions led her to pivot into financial services, where she worked at an accounting and tax preparation firm, gaining valuable client-facing experience.

She earned her B.A. in Politics from Bates College and is currently pursuing her CERTIFIED FINANCIAL PLANNER™️ (CFP®️) certification.

When she’s not in the office, Reilly enjoys playing ultimate frisbee, taking photos, exploring the Maine outdoors, participating in Spanish classes, volunteering locally, and cooking with friends and family.