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Ann Ereg

Executive Assistant

Ann Ereg brings extensive experience and dedication to her new role as Executive
Assistant to Michelle Perry Higgins at California Financial Advisors. She is committed to delivering exceptional client service through handling all client-related paperwork, coordinating and processing all account movements and assisting clients with answers to their questions. Outside the office, Ann enjoys spending quality time with her family, golfing, and doting on her new puppy, Roxy.

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aereg@calfinad.com

925-275-1000 ext. 209

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Tara Johnson

Client Relations Manager

Tara supports Michelle's team in the role of Client Relations Manager, where she manages Michelle's schedule, including booking and confirming appointments. She also handles key administrative duties to ensure both the team and clients are well-prepared for upcoming meetings. Tara is married with two children-her daughter is heading off to college this fall, and her son is currently a junior in high school. In her free time, Tara enjoys Pilates, live music, and spending time outdoors.

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higginsclientrelations@calfinad.com

925-275-1000 ext. 304

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Noah Thomas

Financial Advisor

Noah joined the team as a Financial Advisor, providing personalized financial guidance to help clients plan for retirement, manage investments, and pursue their long-term goals. He is dedicated to building strong client relationships and delivering thoughtful, strategic support tailored to each individual’s needs. Noah recently got engaged. He enjoys staying active through pickleball, spikeball, weightlifting and any other forms of recreational competition.

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nthomas@calfinad.com

925-275-1000 ext. 250

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Madeline E. Maloon, CFP®

Financial Advisor

Madeline has been part of the Higgins team for over five years now, and has enjoyed getting to know all the clients. She focuses on portfolio management, strategic long-terms financial planning and cash flow management. Madeline recently got married. She enjoys traveling with her new husband and family, volunteering as a coach for Special Olympics, hiking and spending time with her family and friends.

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​mmaloon2@calfinad.com

925-275-1000 ext. 241

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Disclosures

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©2024 by Michelle Perry Higgins.

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This website is not an offer to buy or sell any securities or securities product or to participate in any specific investment strategy.  There is no guarantee that any investment strategy will generate a profit or even a loss.  Investing in the securities markets involves risk, including loss of principal. Examples on this website are for informational purposes only. All recommendations will vary by client and should be discussed with an individual financial adviser before action is taken. The examples on this website are sample recommendations only and may not apply to your individual financial needs.

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