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Jessica Haskell

Jessica Haskell

New Business Processor

As New Business Processor at Echelon Planning Group, Jessica focuses her attention to detail on preparing and guiding new applications through to completion. Her priority is delivering a smooth, accurate, and seamless onboarding experience for every client. She is passionate about assisting clients and building lasting relationships through her commitment to service and care.

With a strong professional background rooted entirely in high-level customer service—including extensive experience in hospitality and time spent as a Certified Nursing Assistant (CNA)—Jessica brings a natural warmth and care to everything she does. Since joining Echelon Planning Group in 2025, she has played a key role in maintaining organizational clarity, streamlining communication, and ensuring every client feels welcomed and supported.

Outside of work, Jessica loves to spend time outdoors and share quality time with her fiancé and family. In the summer, she can often be found escaping to her family’s lake cabin in Maine on weekends to unwind and recharge. A Cape Cod native, Jessica was born and raised in Falmouth, MA and now resides in New Bedford, MA.