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    • Home
    • About Us
      • Our Approach
      • What Makes Us Different
      • Meet Our Team
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      • Retirement Planning
      • College Planning
      • Faith Based Legacy Plan
    • Media
      • Blog
    • Testimonials
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  • Home
  • About Us
    • Our Approach
    • What Makes Us Different
    • Meet Our Team
  • Services
    • Retirement Planning
    • College Planning
    • Faith Based Legacy Plan
  • Media
    • Blog
  • Testimonials
  • Book Appointment
  • Contact Us

Kourtney Taylor

Kourtney Taylor is the Director of Marketing for Caldwell Wealth Management at the Dallas Headquarters Location.   


Kourtney is a marketing executive; she is responsible for developing and executing the company's marketing strategy. This may include overseeing brand development, creating and executing campaigns to promote products and services, conducting market research, developing relationships with key stakeholders, and managing the marketing team. 


Prior to joining Caldwell Wealth Management, Kourtney Taylor has extensive experience in the area of marketing by creating marketing reports and campaigns for Fortune 500 companies on Facebook with a well-known company that remains anonymous. 


Ms. Taylor is also enrolled in Champions Real Estate School where she will also oversee our Real Estate Marketing in the near future.


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