Pam Martin, CFP®, CKA®

Pam Martin, CFP®, CKA®

Pam joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC.  She serves as a Partner and Wealth Advisor at Waverly.  Pam started her adult life serving as a Medical Specialist in the US Army where she met her husband, Phil. After completing service commitment, she entered college afterward spending almost 20 years in private education. Pam’s years in education fostered a desire to educate those of her community in the area of finance. In answer to this desire, she became a Financial Advisor in 2011. She enjoys walking alongside her clients as they navigate the different seasons of life.

Pam enjoys the close relationships she develops with her clients and their families; helping them integrate the values that are most important to them into their personal financial life and those of the next generation.

In her free time, Pam loves spending time with family, reading, traveling, hiking, kayaking and quilting.



  • Bachelor of Science in Education & Religion
    Maranatha Baptist University, Watertown, WI
  • Certified Financial Planner
    Indiana Wesleyan University
  • Certified Kingdom Advisor
    Indiana Wesleyan University and Ron Blue Institute

Professional Affiliations

  • Kingdom Advisors

Community Involvement

  •  Junior Achievement of Chicago, Advisory Board Member and Volunteer
  • Bethel Church, Financial Education Coordinator, Women’s Bible Teacher
  • Children’s Ministry: Disabled American Veterans, monthly meal coordinator for local chapter

Ask Me About

  • How faith can be integrated into financial planning
  • Why multi-generational families need to talk more about money
  • Why financial planning is integral to a successful retirement
  • My 15-year journey making the Dear Jane quilt