Ms. Chan's responsibilities involve assisting with client service, data management, office administration, and daily operations. She also handles word processing and assists in tracking of performance of mutual funds found in client portfolios.

Prior to joining Caves & Associates, Karen spent 14 years with Compuware Corporation in computer software sales. Earlier in her career, she was an analyst in a Financial Control Department at Ford Motor Company.

Born and raised in Michigan, Karen spent three years living in New York City before heading west and settling in Manhattan Beach where she lives with her husband, Yu-Keung, and their two children, Zack and Tessa. Karen is an active volunteer for the school district, Manhattan Beach Little League, and other community events. When she isn't working, volunteering, or driving her children to their sports events, you will find Karen on the tennis court indulging in her favorite pastime.