Kim Moore

Kim has over 35 years of audit experience, starting work with the Indiana Department of Revenue as a tax auditor and moving through the audit department ranks at Lincoln Financial Group where she led the company’s Sarbanes-Oxley compliance program and led the following audit teams: international audit, reinsurance audit, financial unit audit team, annuity and retirement audit teams and the broker/dealer audit team. Kim joined Summit CPA as the Director of Audit in January 2014. Summit merged their 401(k) audit practice with Anders Minkler Huber and Helm based in St. Louis, Missouri in April 2022. Since 401(k) plans are governed by ever-changing rules and regulations issued by Congress, the IRS, DOL, ERISA, and the Social Security Administration, her team helps ensure employee benefit plans are in compliance with all necessary regulations. Her education includes:

• Bachelor of Science in Business Administration and an MBA both from Indiana University
• Certified Public Accountant (CPA), States of Indiana, Missouri and New York
• Certified Internal Auditor (CIA), awarded by the Institute of Internal Auditors (IIA)
• Chartered Global Management Accountant (CGMA), awarded by AICPA
• Fellow, Life Management Institute (FLMI), awarded by Life Office Management Association (LOMA)
• Green Belt, Six Sigma