As a member of the American Association of Daily Money Managers, PBM owner Joy Gilstrap follows the Standards of Practice outlined by the American Association of Daily Money Managers, which includes:

  • Professionalism
  • Confidentiality
  • Competence
  • Integrity

Read the complete Standards of Practice for daily money managers from the AADMM.

​As a Certified Senior Advisor® (CSA), Joy Gilstrap has demonstrated broad-based knowledge about aging and the important issues that affect seniors. In order to become a Certified Senior Advisor, Joy both met the designation requirements from the Society of Certified Senior Advisors®, and passed the CSA examination.

​The Certified Senior Advisor designation is accredited by the National Commission for Certifying Agencies, the accrediting body of the National Organization for Competency Assurance, which sets quality standards for credentialing organizations.