Fort Worth

Wealth Manager

Bridget serves as Wealth Manager at Palmer Wealth Group™, where she is the primary ongoing relationship manager and coordinates investment implementation for the families she serves. Her work centers on translating each family’s financial plan into implemented portfolio strategy, maintaining that portfolio through disciplined quarterly reviews, and coordinating specialist involvement when a family’s situation calls for it.

Her path to wealth management built through more than a decade of operational and relationship-management work across Cincinnati, Pennsylvania, and Texas — office and property management, executive support, and sales and dispatch. In 2015 she launched her own Edward Jones office as a Financial Advisor; in 2019, she and Luke started Bisdorf Palmer together — the ensemble practice that restructured as Palmer Wealth Group™ in 2025. She holds an undergraduate degree in vocal performance from Western Washington University.

Outside her practice, Bridget sings with the choir at Messiah Lutheran Church, substitute-teaches Sunday school, and is an active member of BNI. She travels with Palmer Wealth Group’s client families when the calendar allows. And with Luke or a good client, she has been known to seek out Fort Worth’s best karaoke.

Owner & Chief Executive Officer

Luke founded Palmer Wealth Group™ in Fort Worth and leads it as Owner and Chief Executive Officer. As Chief Investment Officer, he designs and maintains proprietary portfolio models, conducts manager research, and writes the practice’s investment commentary. He also currently serves as Retirement Plan Advisor — designing and supporting institutional retirement plans — a role that will transfer to a dedicated advisor as the ensemble is built out.

Luke’s path to wealth management began in music. He holds a Bachelor of Music from Western Washington University and a Doctorate in Composition and Sacred Music from the University of Cincinnati College-Conservatory of Music. He taught composition at Northern Kentucky University and Penn State’s Berks campus and served as a church musician across three cities. When his father’s declining health called the family back to Pennsylvania, Luke transitioned from academic music to financial services, beginning at Edward Jones in 2008. In 2019 he and Bridget started Bisdorf Palmer together — the ensemble practice that restructured as Palmer Wealth Group™ in 2025.

The compositional discipline that shaped Luke’s academic career now shapes how he leads the practice — coordinating distinct voices into a coherent whole. He will present research on client financial anxiety amid economic uncertainty and political polarization at the 2026 CFP® Connections conference. At Messiah Lutheran Church he chairs the Board of Christian Education and leads the classical academy’s accreditation process. He lives in Fort Worth with Bridget and their three children.