Herb Lewis CLU®

Investment Advisor

“Throughout my career I’ve worked diligently for my clients - developing retirement plans, financial plans, and personal economic plans - to help achieve the best results possible.”

Herb started his career in 1970 with the Hartford Insurance Group in Connecticut and Ohio. He returned to Minnesota in 1972 as a Managing General Agent for Aetna Life and Casualty, until 1979.

He then created his business, Benefit Designers Inc. (BDI), with two partners. After buying them out in the first five years, Herb ran BDI for the next 40 years. The primary business was retirement plans and working with individuals in wealth management. He later sold the retirement plan business and joined Tradition Wealth Management partnering with Tim Gunderson in 2019.

Herb graduated from the University of Minnesota Duluth with a Bachelor of Science in Education. He completed continuing education in Insurance and Management from the Hartford School of Insurance and earned the Chartered Life Underwriter (CLU®) designation from The American College of Financial Services.

Outside of work, Herb has participated in boards of many nonprofit companies, and he enjoys fishing and travel. He and his wife Ann live in St. Paul, Minnesota.