Rossby Financial, ROffice Add Transition & Business Development Aficionado Grier Rubeling to Teams

Rubeling's expertise will open up new opportunities for Rossby advisors and ROffice clients.

Apr. 9, 2026 at 2:53pm

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A photorealistic studio still life featuring a stack of financial documents, a pen, and a laptop computer arranged on a clean, white background, symbolizing the resources and technology advisors use to navigate transitions and grow their businesses.A polished, minimalist still life captures the essential tools and technology advisors rely on to manage successful transitions and business development.Melbourne Today

Rossby Financial, an open-architecture registered investment advisor (RIA), and its partner business ROffice, a platform connecting financial advisors with fractional assistance, have announced the addition of Grier Rubeling to their teams. Rubeling is an expert in advisor transition, marketing, and business development, and her expertise will help streamline the transition process for Rossby advisors as well as enhance the services offered through ROffice.

Why it matters

Advisor transitions can be challenging, with advisors often losing a significant portion of their assets when moving between firms. Rubeling's experience in this area will help Rossby and ROffice provide more seamless and successful transitions for advisors, ultimately benefiting their clients.

The details

Grier Rubeling previously ran her own transition consulting firm, Advisor Transition Services, where she focused on developing resources, checklists, and standard operating procedures to make the transition process more efficient. Prior to that, she held roles at UBS and Smith Barney as a registered client service associate and transition consultant. In her new position, Rubeling's marketing and business development expertise will also complement ROffice's AnchorPoint solution, which centralizes advisor technology tools for email marketing, website building, and client communications.

  • Rossby Financial was founded in 2023.
  • Rubeling joined Rossby Financial and ROffice in April 2026.

The players

Rossby Financial

A tech-forward, open architecture, enterprise registered investment advisor (RIA).

ROffice

A platform where financial advisors and talented service professionals converge to seek and provide fractional assistance.

Grier Rubeling

An expert in advisor transition, marketing, and business development who has joined Rossby Financial and ROffice.

Andrew J. Evans

The founder of Rossby Financial.

Advisor Transition Services

Rubeling's previous transition consulting firm.

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What they’re saying

“Grier's background in advisor marketing, business development and transition services is widely recognized as elite in the industry. This expertise will open up a myriad of opportunities for the Rossby advisors as well as those leveraging ROffice for their fractional assistance needs.”

— Andrew J. Evans, Founder, Rossby Financial

“My joining Rossby and ROffice pairs my experience and know-how with the resources and creativity of these teams. I am looking forward to what we will accomplish together for the betterment of advisors and the industry overall. There are some exciting developments in the works already.”

— Grier Rubeling

What’s next

Rossby Financial and ROffice plan to leverage Rubeling's expertise to enhance their offerings and provide more seamless transitions and business development support for financial advisors.

The takeaway

The addition of Grier Rubeling, an industry-recognized expert in advisor transitions, marketing, and business development, to the Rossby Financial and ROffice teams highlights the importance of providing comprehensive support to financial advisors navigating the complexities of changing firms and growing their practices.