Lindsey McGinnis BCOMP '05, '06

Vice president of investments/financial adviser,
Chase Investment Services Corp., Lima, Ohio

Majors: organizational management, accounting

A foundation of determination

Lindsey McGinnisLindsey (Gladfelter) McGinnis worked day and night—literally—to earn her Bluffton degrees, first in the Bluffton Cohort-based Organizational Management Program (BCOMP) in 2005 and, the following year, in accounting.

But the work has paid off for the Lima, Ohio, resident, a financial adviser and, just past her 30th birthday, a vice president at Chase Investment Services Corp.

Finding a fit.

Interested in accounting, McGinnis started college at Ohio Northern University but, deciding to also work full time in banking, left after two quarters because night classes weren't available. She transferred to The Ohio State University Lima, where, over two years, she took all the classes she could toward a degree. The next step would be a move to OSU in Columbus, but that wasn't an option, she said, because she was a single mother with a full-time job at Citizens National Bank in Lima.

McGinnis then turned to Bluffton, which accepted all of her previous credits for BCOMP. Classes met from 6-10 p.m. Thursdays, which was a good fit with her work schedule but not necessarily her home life.

Making it work.

"It's always been a balancing act," she said. "I remember doing homework at my son's T-ball and soccer games." But the experience made her a stronger person, she added, saying "I did what I had to do."

Married and graduating from BCOMP eight months pregnant with her daughter, McGinnis moved on to the six remaining classes she needed for her accounting degree. To attend classes in Bluffton, she left work in Lima for two hours at midday two or three times a week—and made up the missed work time on Saturday mornings.

Lessons learned.

That kind of schedule "really teaches you responsibility and discipline and how to follow through with commitments," said McGinnis, who recently joined Chase after four years as a financial adviser with Edward Jones. "The type of classes I had to take definitely helped me," she continued, citing a human resources course that came in handy when she had to hire an assistant at Edward Jones. "You never realize when you're taking the classes what you need later in life."

While most financial advisers with Chase and Edward Jones in Lima are women, that's an exception, she said. But her age has been more of an issue in her career, she noted, saying "I've had to overcome that more than being a female."

Community minded.

McGinnis has found time for involvement in her community. She is a board member of the Lima Family YMCA and the Lima Noon Optimist Club. With fellow graduates of the Allen Lima Leadership program, she volunteers at the Hope Visitation and Exchange Center, a safe, neutral setting where children may visit with their nonresidential parent or exchange from one parent to another. In addition, she was the Lima/Allen County Chamber of Commerce's Ambassador of the Year in 2008 and 2009.