Kim S. Moore, CPA, CGMA, CIA, CRMA

Professional Profile

Kim has over 30 years of audit experience, working for the Indiana Department of Revenue and moving through the audit department ranks at Lincoln Financial Group where she assisted in the development of the company’s Sarbanes-Oxley compliance program. Kim joined Summit CPAs, who merged their 401(k) practice with Anders in April 2022, and led the 401(k) audit division through a period of significant growth. 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. 

Joined the firm in 2014

Education & Certifications

• Chartered Global Management Accountant (CGMA), awarded by AICPA
• Certified Internal Auditor (CIA), awarded by the Institute of Internal Auditors (IIA)
• Certified Public Accountant (CPA), State of Indiana
• Certified Public Accountant (CPA), State of Missouri
• Certified Public Accountant (CPA), State of New York
• Fellow, Life Management Institute (FLMI), awarded by Life Office Management Association (LOMA)
• Certification in Risk Management Assurance (CRMA), awarded by Institue of Internal Auditors
• M.B.A., Business Administration, Indiana University, Bloomington, IN
• B.S., Business Administration, Indiana University, Bloomington, IN

Professional Organizations

• American Institute of Certified Public Accountants (AICPA)
• Indiana CPA Society (INCPAS)
• Lincoln Leadership Forum
• Institute of Internal Auditors

Community Leadership

• Allen County United Way
  • Audit Committee Member