Ameritas Executive and Leadership Team

October, 2026

Leadership Overview

Ameritas has 7 executives leading key functions including investment strategy, corporate governance, regional market management, and operational oversight.

Focused on long-term financial security for families and businesses, Ameritas delivers comprehensive insurance and financial services through a commitment to mutual ownership and sustainable growth across the United States.

Leadership Roles at Ameritas

  • Senior VP & Chief Investment Officer & Investment Partners to the President & CEO - Tina Udell
  • Chief Executive Officer, Ameritas Mutual Holding Company - Bob Jurgensmeier
  • President and Chief Operating Officer, Ameritas Mutual Holding Company - Susan Wilkinson
  • President, Ameritas Investment Company, Llc & Ameritas Advisory Services - Jeremy Robson
  • Managing Director - Vernon Horn
  • Regional Managing Director - Lori Terry
  • Regional Managing Director - Chad Knies
  • Tina Udell - Senior VP & Chief Investment Officer & Investment Partners to the President & CEO

    Tina Udell, the Senior VP & Chief Investment Officer & Investment Partners to the President & CEO at Ameritas, manages the firm's extensive investment portfolio. Udell directs asset allocation strategies to ensure the long-term financial stability of the mutual insurance company. By aligning investment performance with the specific needs of life, dental, and disability insurance products, the Senior VP & Chief Investment Officer & Investment Partners to the President & CEO optimizes capital growth. Tina Udell collaborates closely with the executive leadership team to mitigate market risks while pursuing yield opportunities across diverse asset classes. This role involves constant monitoring of economic indicators to protect policyholder interests. Through rigorous financial analysis and strategic planning, the Senior VP & Chief Investment Officer & Investment Partners to the President & CEO maintains the fiscal health required to support the company's broad market reach and commitment to financial services excellence.
    Tina Udell

    Bob Jurgensmeier - Chief Executive Officer, Ameritas Mutual Holding Company

    Bob Jurgensmeier, the Chief Executive Officer, Ameritas Mutual Holding Company at Ameritas, defines the overarching corporate vision and strategic direction. Jurgensmeier oversees the integration of life, dental, and disability insurance operations to ensure consistent value delivery for policyholders. As the Chief Executive Officer, Ameritas Mutual Holding Company, Bob Jurgensmeier drives organizational culture and maintains the company's reputation for reliability across the United States. This leadership position requires constant engagement with the Board to align business objectives with evolving market demands. By fostering innovation in financial services, the Chief Executive Officer, Ameritas Mutual Holding Company ensures the firm remains competitive in a complex insurance landscape. Jurgensmeier prioritizes sustainable growth and operational efficiency, guiding the entire enterprise toward long-term success while upholding the mutual values that define the company's identity and commitment to its diverse client base.
    Bob Jurgensmeier

    Susan Wilkinson - President and Chief Operating Officer, Ameritas Mutual Holding Company

    Susan Wilkinson, the President and Chief Operating Officer, Ameritas Mutual Holding Company at Ameritas, manages the day-to-day execution of corporate strategy and operational infrastructure. Wilkinson oversees the integration of business units to ensure seamless delivery of insurance and financial services. As the President and Chief Operating Officer, Ameritas Mutual Holding Company, Susan Wilkinson drives process improvements that enhance organizational agility and service quality. This role involves coordinating across departments to align operational output with the company's long-term financial goals. By optimizing internal systems, the President and Chief Operating Officer, Ameritas Mutual Holding Company ensures that the firm remains responsive to the needs of policyholders and businesses. Wilkinson maintains a focus on operational excellence and risk management, supporting the company's stability and growth. Through strategic leadership, the President and Chief Operating Officer, Ameritas Mutual Holding Company facilitates the achievement of key performance indicators across the entire enterprise.
    Susan Wilkinson

    Jeremy Robson - President, Ameritas Investment Company, Llc & Ameritas Advisory Services

    Jeremy Robson, the President, Ameritas Investment Company, Llc & Ameritas Advisory Services at Ameritas, directs the strategic growth of the firm's investment and advisory divisions. Robson oversees the development of financial products and services designed to help clients achieve long-term wealth management goals. As the President, Ameritas Investment Company, Llc & Ameritas Advisory Services, Jeremy Robson ensures that advisory teams provide high-quality guidance and support to individuals and businesses. This role involves managing regulatory compliance and operational standards within the investment arm. By fostering innovation in advisory services, the President, Ameritas Investment Company, Llc & Ameritas Advisory Services enhances the company's value proposition in the financial services market. Robson collaborates with other executive leaders to ensure that investment strategies remain aligned with the broader corporate mission. Through effective leadership, the President, Ameritas Investment Company, Llc & Ameritas Advisory Services drives revenue and strengthens the firm's reputation for financial expertise.
    Jeremy Robson

    Vernon Horn - Managing Director

    Vernon Horn, the Managing Director at Ameritas, executes high-level business development strategies to expand the company's footprint. Horn focuses on scaling insurance distribution channels and enhancing service delivery for individual and business clients. As the Managing Director, Vernon Horn coordinates with regional teams to ensure consistent application of corporate standards across the United States. This role involves identifying emerging market opportunities and refining product positioning to meet the specific needs of diverse demographics. By streamlining operational workflows, the Managing Director improves efficiency and supports the broader mission of providing accessible financial protection. Horn maintains strong relationships with key stakeholders to facilitate growth and ensure the company remains a leader in the insurance sector. Through strategic oversight and proactive management, the Managing Director drives revenue performance and strengthens the firm's competitive position within the national financial services market.

    Lori Terry - Regional Managing Director

    Lori Terry, the Regional Managing Director at Ameritas, oversees operations and business growth within specific geographic territories. Terry directs regional sales initiatives and ensures that life, dental, and disability insurance offerings reach target markets effectively. As the Regional Managing Director, Lori Terry implements corporate strategies at the local level to maximize client engagement and retention. This role involves managing regional teams and fostering partnerships that support the company's mission of providing financial security. By analyzing regional market trends, the Regional Managing Director adapts service delivery to meet the unique requirements of local businesses and families. Terry maintains operational excellence by ensuring compliance with company standards while driving performance metrics. Through consistent leadership and strategic focus, the Regional Managing Director contributes to the overall success of the firm by expanding the reach of financial services across key operational regions.

    Chad Knies - Regional Managing Director

    Chad Knies, the Regional Managing Director at Ameritas, manages strategic initiatives focused on enhancing service distribution and operational efficiency in assigned territories. Knies directs the implementation of insurance product rollouts and ensures that regional teams meet performance targets. As the Regional Managing Director, Chad Knies cultivates relationships with financial advisors and business partners to broaden the company's market presence. This role involves optimizing regional workflows to improve client satisfaction and service speed. By monitoring competitive dynamics, the Regional Managing Director adjusts tactical approaches to maintain a strong market position. Knies ensures that all regional activities align with the broader corporate mission of delivering reliable financial services. Through diligent oversight and effective team management, the Regional Managing Director drives growth and supports the company's commitment to providing comprehensive insurance solutions to individuals and businesses across the United States.

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    Frequently Asked Questions Regarding Ameritas Top Executives and Leadership Team

    Who leads Ameritas?
    Ameritas is led by Tina Udell (Senior VP & Chief Investment Officer & Investment Partners to the President & CEO), along with executives such as Bob Jurgensmeier (Chief Executive Officer, Ameritas Mutual Holding Company) and Susan Wilkinson (President and Chief Operating Officer, Ameritas Mutual Holding Company).
    Who is part of Ameritas’s executive team?
    The executive team of Ameritas includes leaders such as Tina Udell (Senior VP & Chief Investment Officer & Investment Partners to the President & CEO), Bob Jurgensmeier (Chief Executive Officer, Ameritas Mutual Holding Company), Susan Wilkinson (President and Chief Operating Officer, Ameritas Mutual Holding Company) and other senior executives.
    How many executives does Ameritas have?
    Ameritas has 7 executives leading key business areas.
    What roles are included in Ameritas’s leadership team?
    The leadership team of Ameritas includes roles such as Senior VP & Chief Investment Officer & Investment Partners to the President & CEO, Chief Executive Officer, Ameritas Mutual Holding Company, President and Chief Operating Officer, Ameritas Mutual Holding Company, President, Ameritas Investment Company, Llc & Ameritas Advisory Services, Managing Director.