Ameritas Executive and Leadership Team

Tina Udell, the Senior VP & Chief Investment Officer & Investment Partners to the President & CEO at Ameritas, manages the firm's multi-billion dollar asset portfolio. Udell directs investment strategy to ensure long-term solvency and competitive returns for policyholders. By aligning asset allocation with the specific risk profiles of life, dental, and disability insurance products, the Chief Investment Officer optimizes capital efficiency. Udell collaborates closely with the President and CEO to integrate investment performance into broader corporate objectives. This leadership role involves monitoring macroeconomic trends to mitigate market volatility across North American financial markets. Tina Udell maintains rigorous oversight of investment partners, ensuring compliance with regulatory standards and internal risk frameworks. Through disciplined portfolio management, Udell secures the financial foundation necessary for the company to meet future obligations to individuals and businesses nationwide.

Bob Jurgensmeier, the Chief Executive Officer, Ameritas Mutual Holding Company at Ameritas, defines the overarching strategic vision for the organization. Jurgensmeier drives the company's mission to provide financial security through life, dental, and disability insurance solutions. Overseeing the entire enterprise, the Chief Executive Officer coordinates with the Board to ensure alignment between operational execution and the mutual company's long-term goals. Jurgensmeier champions innovation in financial services to better serve families and businesses across the United States. This leadership role involves fostering a culture of integrity and excellence while navigating the complexities of the insurance industry. Bob Jurgensmeier maintains focus on sustainable growth and market expansion, ensuring the firm remains a trusted partner for policyholders. By setting high performance standards, Jurgensmeier guides the organization toward continued success in a competitive national landscape.

Susan Wilkinson, the President and Chief Operating Officer, Ameritas Mutual Holding Company at Ameritas, manages the day-to-day operations of the entire enterprise. Wilkinson directs the integration of business processes to ensure seamless delivery of insurance and financial services. By overseeing functional departments, the President and Chief Operating Officer optimizes operational workflows and enhances organizational efficiency. Wilkinson collaborates with the CEO to execute the long-term strategic vision and maintain the company's competitive standing. This leadership role involves driving performance improvements and ensuring that all operational activities support the firm's commitment to policyholders. Susan Wilkinson monitors key performance indicators to track progress toward corporate goals. Through rigorous oversight of internal operations, Wilkinson ensures the company remains agile and responsive to market demands. The President and Chief Operating Officer maintains a focus on operational excellence, supporting the firm's mission of providing reliable financial security.

Jeremy Robson, the President, Ameritas Investment Company, Llc & Ameritas Advisory Services at Ameritas, leads the firm's investment advisory and wealth management divisions. Robson directs the development of financial products and advisory services designed to meet the diverse needs of individual and business clients. By overseeing the investment advisory team, the President ensures the delivery of high-quality financial guidance and portfolio management. Robson collaborates with other executive leaders to align investment services with the company's broader financial goals. This leadership role involves managing regulatory compliance and fostering innovation in advisory service models. Jeremy Robson drives growth in the wealth management sector by expanding the reach of advisory services across the United States. Through strategic leadership of these divisions, Robson enhances the value proposition for clients. The President maintains a focus on delivering superior financial outcomes, supporting the firm's reputation for excellence in financial services.

Vernon Horn, the Managing Director at Ameritas, oversees strategic business development and client acquisition initiatives. Horn directs the expansion of insurance and financial service offerings to reach a broader demographic of individuals and businesses. By analyzing market data, the Managing Director identifies emerging opportunities for growth within the national insurance sector. Horn coordinates with internal teams to refine service delivery models, ensuring high levels of client satisfaction and retention. This leadership role involves managing key relationships and driving revenue targets through effective sales strategies. Vernon Horn monitors competitive dynamics to maintain the company's market position. Through proactive management of regional operations, Horn contributes to the overall financial health of the organization. The Managing Director ensures that all business activities align with the core values of the firm, supporting the long-term stability of the insurance portfolio.

Chad Knies, the Regional Managing Director at Ameritas, leads operational initiatives across specific geographic territories to drive market penetration. Knies directs the implementation of sales and service strategies tailored to the unique needs of regional clients. By overseeing local distribution channels, the Regional Managing Director ensures consistent delivery of life, dental, and disability insurance products. Knies collaborates with corporate leadership to translate national objectives into actionable regional plans. This leadership role involves managing performance metrics and optimizing resource allocation to maximize efficiency. Chad Knies fosters strong relationships with local business partners, enhancing the brand presence in key markets. Through disciplined execution of regional growth strategies, Knies supports the broader mission of the company. The Regional Managing Director maintains a focus on operational excellence, ensuring that regional activities contribute directly to the firm's national success.

Lori Terry, the Regional Managing Director at Ameritas, manages the execution of financial service programs within designated operational zones. Terry directs the development of client-focused strategies that address the specific insurance requirements of families and businesses. By supervising regional teams, the Regional Managing Director ensures high standards of service and operational compliance. Terry coordinates with other regional leaders to share best practices and improve overall organizational performance. This leadership role involves analyzing regional market trends to adjust service offerings and maintain a competitive edge. Lori Terry drives initiatives that enhance customer engagement and loyalty across the territory. Through effective leadership of regional operations, Terry supports the company's commitment to financial security. The Regional Managing Director plays a vital role in expanding the firm's footprint, ensuring that regional growth aligns with the overarching strategic goals of the organization.