Aldrich Advisors Welcomes Brian Carlson as Director of Marketing
LAKE OSWEGO, ORE., FEBRUARY 12, 2021 — Aldrich is pleased to announce that Brian Carlson joined the firm in January as Director of Marketing. A longtime communications professional with a background spanning agency, client-side, and freelance environments, Brian is responsible for planning, developing, and implementing Aldrich’s marketing communications and content strategies.
In his previous role as Strategy Director, Content and Communications for Opus Agency—an innovative global leader in experiential marketing and brand events—Brian developed and executed campaigns aligning to client and event goals, working with a portfolio of clients including some of the most successful and fast-growing Silicon Valley technology companies. In his prior role at Opus, Brian served as the agency’s first Director of Marketing, helping to establish Opus as a respected leader in the event marketing space.

“I couldn’t be more excited to be joining the Aldrich family, especially at such an exciting time for the firm,” said Brian. “Aldrich has a nearly 50-year history of improving the lives of its people, clients, and communities, while also maintaining a nimble, entrepreneurial spirit. We’re focused on building a lasting enterprise, and I can’t wait to be a part of it.”
Directing the Aldrich Marketing team’s strategic efforts, Brian will collaborate closely with Aldrich’s executive leadership to drive branding, digital and print campaigns, internal communications, client experience, sales support, and long-term planning.
“Brian’s strategic mindset, passion for shaping an organization’s voice through goal-based content strategies, and dedication to serving clients will help drive Aldrich’s ongoing growth and evolution, and ensure our clients achieve their goals. We are thrilled to have Brian as part of the team,” said Partner of Shared Services + General Counsel, Melissa Berndt, JD.
Brian has a degree in advertising from the University of Oregon and lives with his wife and two children on Bainbridge Island, WA. He will be based out of Aldrich’s Lake Oswego, OR headquarters starting later this year.
About Aldrich
The Aldrich Group of Companies includes a Top 100 Accounting Firm nationally providing tax, advisory, and consulting services to businesses and individuals. Working closely with business owners and individuals, The Aldrich Group of Companies manages financial, wealth, tax, technology, benefits, and business transition strategies. We serve clients with deep industry expertise in construction, manufacturing, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness, real estate, and a variety of privately held companies and individual clients. The Aldrich Group includes the following professional services firms: Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, Aldrich Retirement Solutions LP, Aldrich Benefits LP, Aldrich Technology LLC, and Aldrich Capital LP.
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