Karen started her career working as a legal assistant in a diverse law practice before taking a position as an Administrative Assistant with Wheat, First Securities in 1998. After a long career in the financial services and investment industry, she retired in 2015, but retirement didn’t last long. Seeking her administrative expertise, Michael convinced her to come out of retirement to join the growing team, where she keeps the Caravel ship running smoothly.
Outside the office, Karen enjoys spending time with her family, working out, and serving as the president of her neighborhood HOA.
