Brian C. Bisdorf, CRPC®
Owner, Wealth Coach
brian@bisdorfpalmer.com

Brian Bisdorf (MBTI: ESFP) grew up in the suburbs of Indianapolis, Indiana, where he developed a deep interest in computer technology. He earned a degree in computer programming, but he discovered his true passion was helping people find solutions to real-world problems.

Brian connected with mentors who led him into a career as a financial advisor. For years he’s helped his clients manage their emotions and maintain a long-term focus on their goals, both for retirement and in navigating major life changes. Brian eventually became a Certified Retirement Planning Consultant™ (CRPC®).

Feeling stifled despite a successful career at Edward Jones, in 2019, Brian and his friend and colleague Luke Palmer and Luke’s wife Bridget, created a new type of firm. Together, they view planning as a foundation for action and where clients’ fulfilled aspirations is the measure of success.

Since its founding, Bisdorf/Palmer, LLC has a proven track record for getting others enthused and energized around their wealth-creating plan. They believe that identifying/implementing small changes bring large benefits.

In Brian’s capacity as wealth coach, he helps clients understand the actions their plan requires, prioritize their decisions, act, and find joy in the process.

Luke A. Palmer, CFP®, AAMS®, CRPS®
Owner, Wealth Planner
luke@bisdorfpalmer.com

I believe that if you show people the problems and you show them the solutions they will be moved to act.” — Bill Gates

Luke Palmer (MBTI: INTJ) Growing up, Luke had many conversations with his dad, who was in finance, about money, business, and work. A talented musician, Luke earned a doctorate in music from Western Washington University, where he met and married his wife of 28 years, Bridget.

The couple moved to Pennsylvania so Luke could care for his ailing father, and Luke took a teaching position at a college. Later, Luke shifted gears and spent 11 years as a financial advisor with Edward Jones.

Luke teamed with Bridget and fellow Edward Jones advisor Brian Bisdorf to develop a multi-professional practice. Using that approach, advisors share client stewardship and leverage the team’s collective talent to deliver a full scope of services to clients in a fiduciary capacity.

Being a natural problem solver, with the ability to see the intricacies in complex financial systems, Luke’s role as a wealth planner has proven a natural fit. Luke is responsible for ensuring that individualized financial plans help clients maximize their wealth potential.

Luke and Bridget live in Fort Worth, Texas. He enjoys reading books on a wide range of topics, podcasts, exercising, quality time with family, and travel. Despite having lived throughout the country, they consider Texas home.

Bridget E. Palmer, CRPC®
Financial Planning Coordinator
bridget@bisdorfpalmer.com

Bridget Palmer (MBTI: ISFJ) Grew up in a military family, with her early interests being academics and all things equestrian. She earned her Bachelor of Music Degree in Opera Performance from Western Washington University, where she met her future husband Luke Palmer. They married in 1991.

Finances can be complicated, and Bridget applies genuine caring for others, attention to detail, and listening to help determine people’s needs. Simplifying their finances helps B/P clients focus on living their life to the fullest and liberates them from money anxieties.

She’s held varying positions in administration, management, and bookkeeping. Bridget has been a licensed advisor since 2014 and helped launch Bisdorf/Palmer in 2019.

Bridget enjoys singing, hiking, pets, reading, gardening, crafts, travel, and spending quality time with family.

She and Luke have three children.