Your Financial Partners
Marciel J. Camacho, CFP®, EA
President & Co-Founder
Marciel Camacho has a strong work ethic. He worked in multiple start-up companies in California’s Silicon Valley before forming Lexington Financial in 1988. He started early in life and balanced his career goals with helping to raise a family of four children, which he considers the most important work of his life.
At an early age, Marciel realized that only through hard work would he be able to achieve his life goals. His years of dedication helped to create Lexington Financial into the firm it is today. Marciel brings this same commitment and diligence to every client who partners with Lexington Financial.
“I started my career in accounting in the corporate world and gravitated to financial planning when I realized I could do more for people outside a corporate environment. I wanted to take a proactive role in helping others analyze their data, measure their progress, and create comprehensive plans to assist in reaching their dreams.”
Marciel has more than three decades of experience in finance. He has successfully built a solid reputation and long-term relationships by providing clients with the highest level of financial competency and integrity.
Before founding Lexington Financial, Marciel served as controller for firms in the semiconductor and robotics industries. He has performed complex business financial modeling and forecasting and installed several small business accounting software systems.
Marciel is a graduate of Brigham Young University with a bachelor’s degree in accounting and has continued graduate studies at Golden Gate University. He is a CERTIFIED FINANCIAL PLANNERTM professional and is licensed in life and disability insurance. He is an Enrolled Agent licensed to represent clients before the Internal Revenue Service.
Marciel’s desire to serve others is evident in the way he cares for his clients with unwavering integrity, knowledge, and kindness. He is also committed to his community and serves his church in many ways.
When he is not serving clients, Marciel enjoys spending time with his family, gardening, and traveling. He is proud of the 1974 MGB sportscar he rebuilt with his sons when they were in high school.
Nancy W. Camacho
Co-Founder, Insurance Specialist & Client Relations
Nancy Camacho knows the sacrifice and satisfaction involved in building a business from the ground up. She and her husband, Marciel, started Lexington Financial grew it into a comprehensive financial planning firm that offers their clients holistic planning.
In the early years, Nancy juggled getting Lexington Financial up and running with the demands of raising her children and caring for her aging loved ones. During the years that she provided loving care to both of Marciel’s parents, Nancy researched and learned a great deal about Medicare, insurance, and long-term care solutions. “That is when I began to develop my knowledge, passion, and commitment for long-term care and insurance planning. It is one reason why I want to do all I can to ensure our clients have proper planning in place to help them face these types of financial transitions and challenges with grace and confidence,” said Nancy.
As the co-founder of Lexington Financial, Nancy has decades of experience in the field of insurance. Her expertise is in designing life insurance, annuities, and long-term care programs to support the dreams of individuals and families throughout the stages of their life. She has the ability to problem-solve and a passion to serve and help clients in creating long-term financial and insurance strategies to achieve their aspirations.
Nancy is the backbone of Lexington Financial. She focuses on client relationships, scheduling client meetings, setting up and maintaining accounts, and managing interoffice workflows. “I get my greatest satisfaction out of working with our clients to help them focus on seeing all their options clearly, so they can turn the ordinary into extraordinary.”
Nancy is an author and lecturer on family leadership and was honored with the Dale Carnegie Human Relations award. She earned a degree in child and family relations from Ricks College, now known as Brigham Young University—Idaho.
As the recipient of several community service awards, Nancy is a dedicated community leader. She has served on the board for the Boy Scouts of America and, as Troop Committee chairman, received the Spirit of the Hawk Service award. She has served on the board and held several leadership positions with the Los Gatos Morning Rotary. She also helps with JustServe.org, a website that links community needs with volunteers, providing opportunities to help those in need and enhance the quality of life.
Nancy and her husband, Marciel, have four children and 14 grandchildren. She enjoys spending time with her family, serving in her community, and writing.
Two roads diverged in a wood, and Janae Sowards took the one less traveled. Fortunately for Lexington Financial’s valued clients, Janae’s decision made all the difference. Looking back on the unconventional route she took to become a financial advisor, Janae finds meaning in that popular Robert Frost poem.
She didn't start her journey seeking to become an advisor. Before joining Lexington Financial, Janae spent years helping children with communicative disorders as a speech-language pathologist until she put her career on hold to raise her children. When it came time to return to work, Janae was inspired by the example her parents had set. "I always knew my purpose was to serve others. My parents founded Lexington Financial because they were committed to serving their clients and helping them reach their dream. My parents' dedication moved me to take that road, too," said Janae.
Janae co-founded a firm now called StraightEdge Insurance Agency, before joining the Lexington Financial team in 2012. She shares her parent’s passion and love for working with individuals, families, and business owners to help guide their financial decisions.
An analytical person, Janae finds satisfaction in figuring out how to pull the various moving pieces of her clients’ financial life together to help set them on the best path to reach their dreams. “As a financial advisor, I can help people in a meaningful way and truly make a positive impact on their lives. We believe everyone should have someone to look after them. That’s why we are here” said Janae.
A graduate of Utah State University, Janae earned a bachelor’s degree in communicative disorders. She has obtained her FINRA Series 66 and 7 securities registrations. Janae’s commitment to providing a high standard of financial planning to Lexington Financial’s clients has led her to begin the rigorous process of earning her CERTIFIED FINANCIAL PLANNER™ certification.
Janae and her husband Justin, live in Georgetown, Texas with their five children, including triplets, Aubrey, Brock, and Caleah, as well as Peyton, and Hazel. Janae is committed to volunteering for her church youth activities and her children’s sports and enrichment programs. When she isn’t serving clients, Janae enjoys spending time with her family playing games, watching movies, cooking, and traveling.
Chief Operations Officer
Our health and our wealth: Two things many of us don’t like to talk about, and yet we’re deeply reliant upon dedicated professionals in these areas to help us manage both. Bryce Camacho has navigated the complexities of both disciplines.
Bryce has always been driven to serve others and help people improve their quality of life. For much of his career, he has helped to negotiate managed care arrangements and build lasting relationships in the healthcare industry. That’s where he developed the customer-centered passion that he brings to Lexington Financial.
“With patients, it’s about more than providing access to healthcare—it’s about their lives and goals. The same is true here at Lexington Financial. We understand that wealth management is connected to specific goals, whether they are short-term like a vacation or long-term like a college fund or retirement. That’s why our team is committed to getting to know what matters most to our clients and what they want to achieve,” said Bryce.
Bryce joined Lexington Financial in September 2020. As Chief Operations Officer, he is committed to working alongside the advisory team to ensure their operational processes help them best serve their clients. Bryce helps the team marry data and tools with the advisors’ experienced insights to anticipate needs and empower clients to navigate their financial challenges.
“I support our advisors with the processes they need to effectively prepare financial plans that provide a comprehensive view of our clients’ finances, so our advisors can design strategies to help meet each client’s personalized goals. The best plan is only effective if it connects with a client’s realities and needs.”
Bryce earned a bachelor’s degree in business management from Brigham Young University-Idaho and a master’s degree in healthcare administration from Capella University.
He and his wife, Jenny, who is a Neonatologist, have two amazing children: Westin and Lily. Bryce loves spending time with his family and enjoys many outdoor activities, including hiking, camping, and mountain biking.
In another life, Justin Sowards would have been a pilot. As he was growing up, Justin was fascinated by planes, and when he was 17 years old he took several flying lessons, ending his pursuit just short of soloing and obtaining his pilot’s license. “Flying high above the countryside gives you a rewarding perspective of the landscape.” Today, as a member of the Lexington Financial team, Justin helps our clients gain a similar perspective of their financial landscape.
Justin joined the Lexington Financial team as a tax assistant in 2021, bringing with him more than 20 years of financial services experience in the insurance industry. He has earned his property and casualty and life and health insurance licenses, and he is currently working toward obtaining an Enrolled Agent license to represent clients before the Internal Revenue Service.
An entrepreneur by nature, Justin founded StraightEdge Insurance Agency in 2004. Today, the firm specializes in small commercial and property and casualty insurance in Austin and throughout central Texas. But Justin has always had a passion for helping people address the issues of taxation within their overall financial planning goals. “I took a fair amount of accounting courses in college and always excelled in them, so now I feel like I am coming back to my roots. By providing the experienced guidance our clients need in the area of proper tax planning, the Lexington Financial team strives to help people protect the wealth they have worked so hard to earn.”
Justin is a graduate of UNLV where he earned his bachelor’s degree in communications. He also earned the Boy Scouts of America’s highest achievement, Eagle Scout, a rank attained by only four percent of all Scouts. Justin is also heavily involved in his church and helps to provide guidance and support to the youth of his congregation.
Justin and his wife, Janae, live in Georgetown, Texas with their five children, including triplets, Aubrey, Brock, and Caleah, as well as Peyton, and Hazel. Justin enjoys traveling, watching movies, golfing, boating, and spending time with Janae and the kids.
As a mother, a teacher, and a long-term swim instructor, Brooke Thompson has spent the majority of her life helping to nurture, educate, and instruct others. Today, clients of Lexington Financial benefit from her passion for helping and educating individuals in her new role at our firm. Brooke joined us in 2021 as an administrative assistant, and she brings the highest levels of dedication, attention to detail, and genuine caring you have come to expect from the Lexington Financial team.
Brooke interacts closely with our clients to help build lasting relationships, schedule meetings, and accurately handle their account servicing needs. She also provides valuable support to our team of tax professionals. Her experience helps to round out the Lexington Financial team’s varied skills, talents, and knowledge as we strive to serve your complete financial planning needs.
A gifted educator, Brooke has always loved teaching. That is why she is an ideal addition to our team of dedicated professionals, each of whom is committed to providing you with the education you need to confidently make more informed financial decisions. Brooke also thrives in an environment where she can wear many different hats and make a difference in the lives of our clients in a variety of meaningful ways.
Brooke received a bachelor’s degree from San Jose State University. She also went on to earn an alternative teaching certification, and she has taught Sunday school at her church for more than a decade.
Brooke and her husband, Spencer, live in the Austin area of Texas with their three children: Stone, Merrick, and Sage. Brooke enjoys spending time with her family watching movies and cheering on her kids’ basketball and football games. She also likes cooking, walking their Australian Kelpie, Jasmine, listening to music, and attending local festivals with her family.
Sharla Capener, administrative assistant, became a Lexington Financial team member in 2014. Sharla joined the team with several years of experience of administrative work in both a business and volunteer basis. She is a Notary Public for the State of California. She is also a harpist that has performed with the Oakland Temple Hill Orchestra multiple times, and looks forward to playing with them again in the future.
Sharla is currently pursuing a degree in Interior Design. She is attending school full-time, seeking to graduate in May 2023.
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