The People Behind Champion

Leadership with Heart and Purpose.

Champion Brokerage Group is led by people who understand that financial guidance is deeply personal. Our leadership is grounded in service, education, relationships, and a genuine commitment to helping families build stronger futures.

Vara Kai Potter-Leftwich and Bufort Anton Leftwich III of Champion Brokerage Group
Built from shared values, strengthened by partnership, and driven by a commitment to leave every family better positioned than before.
Our Leadership Story

A Shared Vision for What Financial Guidance Should Be

Vara Kai Potter-Leftwich and Bufort Anton Leftwich III lead Champion Brokerage Group with a shared belief that people deserve more than transactions, fragmented conversations, and complicated financial language.

Together, they have built a firm centered on education, access, cultural understanding, thoughtful planning, and long-term relationships. Their leadership reflects both professional experience and a deeply personal understanding of the responsibility families carry for one another.

We built Champion to be the kind of firm where people feel heard, respected, educated, and confident about the path ahead.

Two Leaders. One Standard.

Each brings a distinct perspective and set of strengths, while both remain united by the same commitment to service, education, integrity, and meaningful client relationships.

Founder & President

Vara Kai Potter-Leftwich

Wealth Advisor · Financial Educator · Strategic Visionary

Vara Kai founded Champion Brokerage Group to create a more human, accessible, and empowering financial experience. Her leadership is shaped by decades of industry experience, a passion for education, and a commitment to helping people understand how their financial decisions connect to their families, opportunities, and legacies.

Leadership focus: vision, client experience, financial education, strategic planning, community impact, and long-term growth.
Vice President

Bufort Anton Leftwich III

Wealth Advisor · Relationship Builder · Operational Leader

Anton helps bring the Champion vision to life through thoughtful leadership, meaningful relationships, and a steady commitment to serving clients and supporting the firm’s growth. His approach reflects care, accountability, and a belief that strong financial guidance begins with understanding the people behind every goal.

Leadership focus: client relationships, team development, implementation, operational strength, and consistent service.

The Champion Standard begins with leadership that listens, serves, educates, and remains committed long after the first conversation.

A Life of Service

Leadership Rooted in Faith and Genuine Care.

For more than five decades, Robert “Bob” Taylor has served people across pastoral leadership, financial services, mentorship, and community life. His influence at Champion is shaped not simply by experience, but by a servant’s heart and a sincere love for Jesus.

Robert Bob Taylor, Director of Recruiting at Champion Brokerage Group
More than fifty years of leadership, mentorship, and service—always centered on helping people discover purpose and move forward better than before.
Director of Recruiting

Robert “Bob” Taylor

Pastor · Mentor · Financial Professional · Servant Leader

Bob Taylor serves as Director of Recruiting at Champion Brokerage Group, bringing more than 50 years of combined experience in pastoral leadership and financial services. His lifelong commitment to service has shaped a leadership style grounded in faith, education, mentorship, and genuine care for people.

A graduate of Sterling College and Dubuque Theological Seminary, Bob helps connect purpose-driven professionals with a community focused on strengthening families and creating meaningful impact. He welcomes both experienced advisors and those seeking a mission-centered career.

Bob’s presence at Champion reminds us that building a strong organization begins with seeing people clearly, believing in their potential, and helping them connect their work to a greater purpose.

At the center of Bob’s life and leadership is his love for Jesus—and a desire to serve every person with grace, encouragement, integrity, and genuine compassion.

50+ Years of Service

A lifetime of leadership across ministry, financial services, mentorship, and community impact.

Purpose-Driven Recruiting

Connecting experienced professionals and emerging leaders with meaningful, mission-centered opportunities.

Faith in Action

Leading through humility, encouragement, education, care, and a deep commitment to serving others.

Speak with Bob 612-644-0628

Bob’s goal is simple: help every person and every family move forward better than before.

About Us

Our Story. Our Purpose. Your Future.

Champion Brokerage Group was founded to bring clarity, access, and confidence to every financial decision. We exist to put people first, educate before we recommend, and help individuals, families, and business owners move forward with greater clarity, confidence, and purpose.
The Champion Standard ›
Champion Brokerage Group professionals meeting together
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National Reach
Serving individuals, families, and businesses across the country.
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Collaborative Professional Network
Coordinated guidance supported by a trusted network of professionals.
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Education-First, People-Focused
We empower you with understanding before asking you to make decisions.
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Multicultural Understanding
Guidance delivered with cultural awareness, respect, and connection.
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Independent, Client-Centered Guidance
Every conversation begins with your life, priorities, and vision.
Who We Are

Our Story

Too many people are left trying to coordinate investments, retirement income, protection priorities, and legacy decisions through disconnected conversations.

Champion Brokerage Group was created to bring those pieces together through education-first, independent guidance.

Founded by Vara Kai Potter, CBG is a boutique wealth advisory and financial planning firm built around one simple belief: financial planning should never feel intimidating, confusing, or transactional. It should feel empowering, personal, and connected to the life you are working to build.

Our philosophy is simple. We listen before we plan, educate before we recommend, and walk alongside each client with clarity, compassion, and competence.

https://championbrokeragegrp.com/wp-content/uploads/2026/08/CBG-client-meeting.jpg
Multigenerational family representing legacy and future generations
Why We Exist

The Heart Behind CBG

Behind every financial decision is a person. Behind every account is a family, a hope, a responsibility, and a future that matters.

Our role is not merely to present options. It is to listen deeply, educate clearly, advocate faithfully, and help people move forward with greater confidence.

We believe the real impact of thoughtful planning is measured across generations—in the stability created, the opportunities preserved, and the legacy carried forward.

We measure success not only by the strategies we build, but by the clarity, confidence, and hope our clients carry forward.
What Guides Us

Purposeful Guidance. Meaningful Impact.

Everything we do is grounded in service, education, and the belief that thoughtful financial guidance can strengthen families, expand opportunity, and create an impact that reaches far beyond a single generation.

Lighthouse casting a guiding light across the ocean at sunset
Guidance should help illuminate the path forward—not make the journey feel more complicated.
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Why We Exist

Our Purpose

To bridge the divide between individuals and the financial world through education, access, advocacy, and trusted guidance—helping people understand their choices and make decisions with greater clarity and confidence.

Clarity creates confidence. Confidence creates action. Thoughtful action can change the future of an entire family.
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What We Do Every Day

Our Mission

To provide education-first, independent financial guidance that helps individuals, families, and businesses coordinate their priorities, prepare for what lies ahead, and move forward with intention.

We do not begin with a recommendation. We begin by understanding the person, the family, the responsibility, and the future behind every financial decision.
A young family building a strong and confident financial future
A multigenerational family representing opportunity, strength, and legacy
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The Future We Are Building

Our Vision

To be known for trusted guidance, meaningful access, cultural understanding, and a standard of service that leaves every person, family, and organization better positioned than before we met.

To help build stronger financial futures—one person, one family, and one generation at a time.

Champion Brokerage Group providing thoughtful personal guidance
The Champion Standard is not simply what we say. It is how we listen, serve, communicate, and remain present.
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The Champion Standard

Our Promise

The Champion Standard is reflected not only in what we do, but in how every person is heard, educated, respected, and supported throughout the relationship.

Every client should leave each conversation with greater understanding, greater confidence, and a clearer path forward.
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Listen First

We seek to understand your life, priorities, concerns, and vision before offering guidance.

02

Educate Clearly

We give you the understanding needed to participate confidently in important decisions.

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Communicate Honestly

We explain what matters in clear language and communicate with transparency and care.

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Honor Every Family

We treat every goal, responsibility, and legacy with genuine care, dignity, and respect.

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Stay Committed

Our relationship continues beyond the first conversation as life, priorities, and opportunities evolve.

Our Signature Planning Philosophy

See Your Financial Life in a New L.I.G.H.T.

The L.I.G.H.T. Framework gives us a coordinated way to evaluate the major priorities shaping your financial life. Rather than viewing each decision in isolation, we consider how liquidity, income, growth, protection, and legacy work together.

A stronger financial plan is not built from disconnected pieces. It is built by understanding how every piece supports the life and future you are working to create.
Champion Brokerage Group meeting with clients and providing financial guidance
Thoughtful planning begins with understanding where you are today, what matters most, and how each decision supports the bigger picture.

Five Priorities. One Coordinated View.

Each element serves a distinct purpose, but the true power of L.I.G.H.T. comes from understanding how all five work together to support clarity, stability, growth, and long-term legacy.

L

Liquid

Accessible resources for daily life, unexpected needs, opportunities, and financial flexibility.

I

Income

A thoughtful approach to supporting current needs and creating dependable income throughout retirement.

G

Growth

Long-term wealth building aligned with your goals, time horizon, priorities, and comfort with uncertainty.

H

Hedge & Protection

Preparation for uncertainty and thoughtful protection of income, assets, family responsibilities, and future plans.

T

Transfer of Wealth

Intentional planning for the transfer of assets, values, opportunities, and legacy to the people and causes that matter.

When all five elements are aligned, your financial life becomes more intentional, more coordinated, and better prepared for what comes next.