Cara Lamborn is the driving force behind operational excellence at Phylax Legacy Advisors. As Chief Operating Officer, Cara oversees the strategic operations and service delivery that define the Phylax Legacy Advisors experience.

With a background in high-level case design, a Summa Cum Laude degree in Business Management and Mathematics, CERTIFIED FINANCIAL PLANNER® designation, and FINRA Registered Representative status (Series 7), Cara brings a rigorous analytical framework to the firm’s daily operations. A Past President of the Palm Beach County Estate Planning Council, Cara is a recognized leader in the professional community, dedicated to maintaining the highest standards of excellence for our clients and their advisors.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.