Family. Wealth. For generations

Grandmother on laptop

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Three generations on beach

Pursuing Your Goals Together

Our mission is to provide quality strategies customized to your needs. We work very hard to connect passionate service with a technical background in economics and financial markets to provide our clients with end to end financial advising. We pride ourselves in clearly articulating the investment strategies we utilize to meet our client's financial needs.

  • Lori Daffron

    Lori Daffron, CFP®

    Senior Vice President–Wealth Management

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • IA
    • ID
    • IL
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NM
    • NV
    • NY
    • OR
    • SD
    • TN
    • TX
    • UT
    • WA
    • WI

    Lori brings over 33 years of experience in the financial services industry, a valuable attribute in the eyes of her clients and their other trusted advisors.  She views herself as a life consultant; clients are paying for advice, and advice equals guidance, perspective, and judgment. Listening is important during this process. But it’s caring that has made the difference in  clients’ lives and their financial journeys.

    Lori's team, Sycamore Wealth Management, is a multigenerational team including her partner Harrison Croff, Senior Vice President – Wealth Management, Rachael Stiny, Wealth Management Associate and Annalisa Rada-McGee, Senior Wealth Strategy Associate.  As a team with a shared vision, they rely on each other to reinforce the stability clients have come to expect.  Above all else, they strive to build lasting relationships through customized service, integrity, and continuity.

    Lori is thankful to have had the responsibility and privilege to work in partnership with long-term clients for so many years.  The relationships make work especially rewarding while inspiring the team with the trust and confidence clients bestow upon them.

    Lori and her husband Jim reside in the Santa Ynez Valley along with their rescue cat Hobo.  She has a strong passion for supporting efforts to drive education. Outside of the office she is an avid reader and tends to her much loved garden.

     

    CA Insurance License 0578330

    • Forbes America’s Top Women Wealth Advisors, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • California State University Chico, B.S. in Business Administration
    • CERTIFIED FINANCIAL PLANNER™
    • Portfolio Manager
    • Series 7, 24, 27, 53, 35, and 65
    222 East Carrillo Street
    Suite 106
    Santa Barbara, CA 93101
  • Harrison Croff Profile Photo

    Harrison Croff

    Senior Vice President–Wealth Management

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • IA
    • ID
    • IL
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NM
    • NV
    • NY
    • OR
    • SD
    • TN
    • TX
    • UT
    • WA
    • WI

    Harrison has always been passionate about providing honest and sound advice. Helping families navigate the complexities of the modern world is a key focus for him.  Financial planning and investment management are core competencies for Harrison and his partner, Lori.

    Being a Team Leader in the U.S. Army for 6 years and serving in Afghanistan taught him the value of hard work and the importance leadership. Today, those values guide the practice he and Lori lead, Sycamore Wealth Management.

    Harrison began his financial services career at UBS in 2013. He graduated with a B.S. in Quantitative Economics from California Polytechnic State University (Cal Poly) and went on to earn an M.A. in Economics from the University of California, Santa Barbara. In addition, he holds the Series 7 and 63 licenses.

    Dedicated to his family and community, Harrison serves as the Chief Financial Officer for the Gretler Foundation. He met his wonderful wife Anne, in the dorms during the first week of college. They consider themselves blessed to reside in Santa Barbara, CA with their daughter Elizabeth and their Shipoo, Miss Mona.

     

    CA Insurance License 0L68676

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • California Polytechnic State University , B.S. in Quantitative Economics
    • University of California Santa Barbara, M.A. in Economics
    • Portfolio Manager
    • Series 7 and Series 66
    222 East Carrillo Street
    Suite 106
    Santa Barbara, CA 93101
  • Rachael Stiny

    Rachael Stiny

    Wealth Management Associate

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • IA
    • ID
    • IL
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NM
    • NV
    • NY
    • OR
    • SD
    • TN
    • TX
    • UT
    • WA
    • WI

    From an early age Rachael has shown an interest in business and finance, learning from her parents who are both business professionals. She joined UBS in the summer of 2018 when Lori and Harrison welcomed her to Sycamore Wealth Management. She has continued to develop her passion as she works along side two remarkable individuals who demonstrate an exceptional level of integrity, care, and intelligence.

    Rachael feels a sense of accomplishment offering support to clients and contributing to a team that truly puts their clients’ interests at the heart of their practice. Her commitment to delivering excellent service is demonstrated through her professionalism and accountability.

    Prior to joining UBS, Rachael was an Executive Assistant for an oil technology company and later completed her Bachelor’s degree in Finance at San Francisco State University in 2017.

    Rachael earned the Series 7 and Series 66 Securities Licenses in 2019 and is currently pursuing the Certified Financial Planner certification.

    Outside of work, you will find her skiing, cycling, and riding dirt bikes.

     

     

      • San Francisco State University, B.S. in Business Administration, Finance Concentration
      • Santa Barbara City College, A.A. in Economics
      • Santa Barbara City College, A.S. in Business Administration
      • Series 7 and Series 66
      222 East Carrillo Street
      Suite 106
      Santa Barbara, CA 93101
    • Annalisa

      Annalisa Rada-McGee

      Senior Wealth Strategy Associate

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      • AZ
      • CA
      • CT
      • DC
      • DE
      • FL
      • HI
      • MA
      • MD
      • MN
      • MO
      • MT
      • NE
      • NV
      • NY
      • OR
      • PA
      • SD
      • WA

      Annalisa joined UBS Financial Services in 2014. Having previously served as Senior Registered Client Associate and Branch Manager's Assistant, Annalisa brings over 25 years of experience to the team. For several years she served as a coach and trusted mentor to UBS advisor teams and the branch. She joined Sycamore Wealth Group in 2023 to support the team’s growing business and offers highly skilled services to handle more complex client needs.

      Annalisa studied Business Administration at Santa Barbara Business College and Communications and Graphics at  Santa Barbara City College. She maintains her Series 7, 63, and 66 Licenses. Prior to joining UBS, she earned the Distinguished Service Professional Award, as recognition of her outstanding accomplishments as a registered associate.

      When away from the office, Annalisa enjoys gardening, bicycling, volunteering with local charities, and spending time with her husband Ed and Charlie the family dog.

            222 East Carrillo Street
            Suite 106
            Santa Barbara, CA 93101

          A focus on personalized access and service

          Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

          Multigenerational planning

          Multigenerational planning

          UBS Wealth Way

          UBS Wealth Way

          Helping women take charge

          Helping women take charge

          A way forward

          Understanding your life, your wealth and what you want to accomplish.

          We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

          Let's talk about how we can help you plan for the life you want

          Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

          Backed by the strength of UBS

          A global leader in wealth management

          Financial strength

          Driving confidence.
          Aa3 (stable) Moody’s
          A+ (stable) Standard & Poor’s

          UBS AG, long-term senior secured debt rating. As of 11/23/2021

          #1

          For Ultra-High Net Worth clients

          Euromoney Private Banking and Wealth Management Survey, 2016-2022

          #1

          Serving the next generation

          Euromoney Private Banking and Wealth Management Survey, 2020-2022

          Insights