Advisors at this firm
Christian J
Series 65
Chattanooga, TN
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 J
CFA®
Chattanooga, TN
The Patten Group, Inc.
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 prior roles include positions at Happy Feet International, Veritas International, and the Electric Power Board of Chattanooga. The Patten Group, Inc. offers investment advisory and wealth management services to a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a primarily long-term investment approach that integrates fundamental, technical, and quantitative analysis while supporting tactical trading and client borrowing arrangements.
Kayla C
Series 66
Chattanooga, TN
The Patten Group, Inc.
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 Z
CFP®, Series 65
Chattanooga, TN
The Patten Group, Inc.
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 T
Series 65
Chattanooga, TN
The Patten Group, Inc.
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 A
CFA®, Series 65
Chattanooga, TN
The Patten Group, Inc.
Grant Allen is a CFA® charterholder with six years of industry experience. He is currently with The Patten Group, Inc., where he has worked since 2025. His prior roles include positions at Acumen Wealth Advisors, LLC, ACA Compliance Group, and Blue Cross Blue Shield of Tennessee. The Patten Group, Inc. provides investment advisory and wealth management services to a broad client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm’s investment approach combines fundamental, technical, and quantitative analysis with an emphasis on long-term portfolio management, supplemented by tactical trading when appropriate.
Ashlee P
CFA®
Chattanooga, TN
The Patten Group, Inc.
Ashlee Patten is a CFA® charterholder with 11 years of industry experience, currently serving at The Patten Group, Inc. She has been associated with the firm since 2014 and leads the Ashlee Patten Group, LLC. Outside of financial advising, she is involved in agricultural farming as a goat herd caretaker and serves as a trustee and chairperson on standing committees at the University of Chattanooga Foundation. The Patten Group, Inc. provides investment advisory and wealth management services to a diverse client base including individuals, families, trusts, and institutions. The firm employs a primarily long-term investment approach that integrates fundamental, technical, and quantitative analysis, with portfolios typically composed of equities, fixed income, mutual funds, and ETFs.