At Lexington Financial Wealth and Tax Strategies, we bring more than two decades of professional experience and twice those years of personal and family life experience to help guide you through the financial planning process.
Marciel J. Camacho
Enrolled agent, CERTIFIED FINANCIAL PLANNERTM practitioner, the co-founder of Lexington Financial Wealth and Tax Strategies. His focus is on helping successful professionals plan and invest for their financial future.
Marciel has 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 to guide them through the process to develop comprehensive financial strategies.
Prior to founding Lexington Financial Wealth and Tax Strategies, Marciel served as controller for a number of firms within the semiconductor and robotics industries and worked to procure venture capital funds for start-ups. He has performed complex business financial modeling and forecasting and has worked extensively with and installed multiple small business accounting software systems. He has held internal audit positions within large corporations, responsible for business finance, tax, and business accounting.
Marciel is a graduate of BrighamYoung University with a BS in accounting and has continued graduate studies at Golden Gate University.
- Investment Advisor Representative with Commonwealth Financial Network®
- National Association of Enrolled Agents
- California Society of Enrolled Agents
- Mission Society of Enrolled Agents
- Licensed Life and Disability Agent
Marciel J. Camacho, EA, CFP® is a Registered Representative and an Investment Adviser Representative of Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. CA Insurance License #OB08119.
Nancy W. Camacho
Nancy W. Camacho is the co-founder of Lexington Financial Wealth and Tax Strategies. She has 20 years' experience in the field of insurance. Her expertise is in designing life insurance, annuities, and long-term care programs to support the ideals of an individual and family throughout life's stages. Her passion is to work with each client in creating long-term financial and insurance strategies.
Nancy is an author and lecturer on family leadership and was honored with the Dale Carnegie Human Relations award.
As the recipient of several community service awards, Nancy is an exemplified community leader. She has served on the board for the Boy Scouts of America and, as Troop Committee chairman, she received the Spirit of the Hawk Service award. She has served on the board and held several leadership positions in Rotary as a member of the Los Gatos Morning Rotary.
She and Marciel have four children and eight grandchildren, which includes a set of twins and triplets.
Nancy W. Camacho is a Registered Representative of Commonwealth Financial Network®, Member FINRA/SIPC, an Insurance Agent and Long -Term Care Insurance Specialist. CA Insurance License #OB07246
Janae Sowards, co-founder of Sowards Insurance Group, became a Lexington Financial team member in 2012.
Janae has worked the past eight years as an office administrator and office manager in the insurance industry. She finds satisfaction in servicing and helping clients meet their objectives and financial needs. Prior to transitioning to the insurance field, Janae worked as a speech-language pathologist in the school system of Las Vegas, Nevada, helping children with communicative disorders.
Janae is a graduate of Utah State University with a BS degree in communicative disorders. She resides with her husband Justin and five children, three of whom are triplets, all under age seven, in the Round Rock, Texas, area.