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Location: Fort Wayne, Indiana
Favorite Beverage: Diet Coke
First Live Concert: Fort Wayne Philharmonic
Least Favorite Chore: Dusting

Virtual Bookkeeper

Professional Experience

Kim has a variety of audit experience. She began her career as a tax auditor with the State of Indiana Department of Revenue conducting audits of small and medium size companies. In 1988, Kim joined Lincoln Financial Group as a staff auditor conducting operational, financial and compliance audits in the company's health insurance businesses. Kim progressed through positions of increasing authority in the department and in 1996 she accepted an Audit Manager position in the company's United Kingdom office. Later, she led teams with audit responsibilities for the company's reinsurance division, financial reporting units, retail and wholesale distribution units and the annuity, group protection and retirement plan savings profit centers. Kim assisted in the development of the company's Sarbanes-Oxley compliance program and led the corporate program for five years. She participated in numerous risk management and internal control improvement committees and task forces and led the Information Technology Internal Audit Team during a period of transition. Kim also led the Lincoln Internal Audit Department through its peer review process in 2012. While at Summit, Kim has led the audit division through a period of significant growth. The team currently completes over 100 employee benefit plan audits per year. The team has grown from 2 to 6 dedicated professionals over 4 1/2 years. Kim is also responsible for the Quality Control Program at the firm. Kim is a past Co-President of the Fort Wayne Chapter of the Institute of Internal Auditors. She is a member of the American Institute of CPA's, the Indiana CPA Society and the Institute of Internal Auditors.


Kim earned both a Master's degree in Business Administration (MBA) and a Bachelor of Science in Business Administration degree from Indiana University. She is a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Certified Internal Auditor (CIA), and has obtained a Certification in Risk Management Assurance (CRMA) from the Institute of Internal Auditors. Kim is a fellow, Life Management Institute (FLMI) and has completed Black Belt training in Six Sigma. She successfully completed the Lincoln Leadership Learning Forum in 2001.

Personal Profile

Kim has spent most of her time in Fort Wayne, Indiana and currently resides on the north side of the city. She enjoys spending time with family and friends, reading and is fervent fan of the Fort Wayne Komets and Pittsburgh Penguins hockey teams. She is a former Board Member of ARCH, Inc. (Architecture and Community Heritage) and is currently serving on the Allen County United Way Audit Committee.

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