The Patten Group, Inc.

Christian Johnson is a Series 65-licensed financial advisor at The Patten Group, Inc. in Chattanooga, TN, with two years of industry experience. He previously worked at Acumen Wealth Advisors and Patten and Patten before joining The Patten Group. The Patten Group, Inc. provides investment advisory and wealth management services to individuals, families, trusts, retirement plans, and various organizations. The firm employs a long-term investment approach combining fundamental, technical, and quantitative analysis, with portfolios typically including equities, fixed income, mutual funds, and ETFs.

John Jones is a CFA® charterholder with two years of industry experience, currently serving as an advisor at The Patten Group, Inc. in Chattanooga, TN. His work history includes roles at Happy Feet International, Veritas International, and the Electric Power Board of Chattanooga. The Patten Group, Inc. provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm combines fundamental and technical analysis with quantitative models to build customized portfolios tailored to clients’ risk tolerance and objectives, and manages approximately $725 million in assets.

Kayla Coyle is a financial advisor at The Patten Group, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. before joining The Patten Group in 2023. Prior to her financial career, she was employed at Gold's Gym for six years. The Patten Group, Inc. provides investment advisory and wealth management services to a broad range of clients including individuals, high-net-worth families, trusts, and charitable organizations. The firm’s investment approach combines fundamental, technical, and quantitative analysis with a primarily long-term focus while incorporating tactical trading when appropriate.

Adrienne Zingrich is a CFP® and holds a Series 65 license, with 11 years of experience in the financial advisory industry. She has been with The Patten Group, Inc. since 2014 and previously worked at Ashlee Patten Group, LLC. The Patten Group, Inc. provides investment advisory and wealth management services to individuals, families, trusts, retirement plans, and various organizations. The firm’s investment process combines fundamental, technical, and quantitative analysis with a long-term focus, using portfolios constructed from equities, fixed income, mutual funds, ETFs, and independent managers when appropriate.

Chandler Thurmon is a Series 65-licensed financial advisor at The Patten Group, Inc. in Chattanooga, TN, with six years of industry experience. He has been with The Patten Group since 2018 and previously worked at the University of Tennessee at Chattanooga from 2015 to 2019. The Patten Group, Inc. provides investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth families, trusts, and charitable organizations. The firm employs a long-term investment approach that combines fundamental, technical, and quantitative analysis, offering customizable portfolios and support for client borrowing arrangements.

Grant Allen is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at The Patten Group, Inc. since 2025 and previously held roles at Acumen Wealth Advisors, LLC, ACA Compliance Group, Blue Cross Blue Shield of Tennessee, Tennessee Valley Federal Credit Union, and Dillards. The Patten Group, Inc. provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, and various organizations. The firm uses a combination of fundamental and technical analysis with quantitative models to build customized portfolios tailored to each client’s risk tolerance and objectives.

Ashlee Patten is a CFA® charterholder with 12 years of industry experience. She has worked at The Patten Group, Inc. since 2014, including time operating the Ashlee Patten Group, LLC. Outside of her advisory role, she serves as a trustee and chairperson on standing committees for the University of Chattanooga Foundation and is involved in agricultural farming and timberland management through family-related business activities. The Patten Group, Inc. provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including high-net-worth individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis with quantitative models to create customized portfolios tailored to client objectives, and it is among few comparable firms offering client borrowing features on separately managed accounts.