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SECTION // 04 · PRINCIPAL // 01 · HOUSTON // 29.76°N
// Ashton Method · Principal

A practice
built around senior judgment.

Ashton Advisors is the practice of Brandon Ashton Stein, an independent principal advisor to tech-enabled businesses on strategy, operations, and customer. Engagements are direct, flexible and sized to the work with a focus on outcomes.

20+ Years management consulting & strategy
25+ Clients · referenceable · high CSAT
1 Senior leader · strategy through execution
4 Verticals · energy, software, finance, services
Brandon Ashton Stein — Founder & Principal of Ashton Advisors
PRINCIPAL · 01
Founder

Brandon Ashton Stein

Founder & Principal

Bio

Brandon Ashton Stein.

Twenty years inside the operating decisions that actually moved the number: strategy, customer, technology, GTM.

Brandon is a fractional executive and senior advisor to operating teams across energy, software, finance, and professional services. M&A is the overlay. He shows up when a business is scaling, integrating, or making a high-stakes technology bet.

Before launching Ashton Advisors, Brandon was Director of Digital & Customer Transformation at MRE Consulting, with senior leadership and consulting roles at Salesforce, Acrisure, Slalom, Deloitte, and Molecule, leading enterprise transformation, customer success, and GTM programs across Fortune 500 and middle-market portfolios.

Single-principal by design. The partner you hire is the partner on the work. Referral-based, performance-oriented, and structured to leave a stronger team behind than the one he was asked to help.

Houston, TX Fractional executive Independent principal Referral-based Fiduciary
// Ashton Capabilities Overview Ashton Practice & Select Engagements Summary Download PDF · 3 Pages · 1.2 MB · Consulting Formats, Select Engagements
01 / How I workValues in practice

Three values that govern every engagement, and how each shows up in the work.

VALUE / 01

Appreciation.

Listening first. The people doing the work usually know things I don't.

VALUE / 02

Curiosity.

Asking the second question. And the third.

VALUE / 03

Courage.

Saying the thing no one else will. Plainly.

Engagements are run on your behalf. Not a vendor's, partner's, or anyone else's. Strategic insight, sound execution, commercial independence.

02 / Portfolio of work experienceTrack record

Two decades across consulting, software, and operating roles.

2006–2014
Deloitte Consulting logo — 2006–2014, Human Capital + Salesforce SFE practices
Deloitte Chicago → Houston

Human Capital + Salesforce SFE. Fortune 100 CRM transformations. Analyst to Manager. Top-rated FY13 & FY14.

2014–2016
Slalom Consulting logo — 2014–2016, Houston market launch
Slalom Houston, TX

Founding member of Houston market launch. Built customer strategy from scratch. $4.8M+ in first four months.

2016–2017
Molecule Software logo — 2016–2017, Series A energy trading software
Molecule Houston, TX

Series A energy & commodity trading software. Owned commercial: strategy, marketing, partnerships, BD, Series A support.

2017–2020
Salesforce logo — 2017–2020, Portfolio Director, Customer Success
Salesforce Houston, TX

Portfolio Director, Customer Success. $23M+ ACV Texas mid-market. Rated top leader within Salesforce CSG, 8.5/9-box in FY19.

2020–2022
Acrisure logo — 2020–2022, ATG President/CEO direct report
Acrisure Austin, TX

Reported to ATG President/CEO. Fastest-growing insurance broker in history. Product + agency partners.

2022–2025
MRE Consulting logo — 2022–2025, digital advisory practice lead
MRE Consulting Houston, TX

Led Salesforce & digital advisory practice. GTM, vendor selection, roadmaps. Fortune 2000 clients.

2025–Present
A
Ashton Advisors Houston, TX

You are hereIndependent principal. Sprint, Engagement, and Fractional formats across energy, software, finance, PE, and professional services.

// Education & Interlude · 2002–2011
Northwestern University seal — BA Political Science, Weinberg College, 2002–2006
Northwestern University Bachelor of Arts, Political Science · Weinberg College Evanston, IL · 2002–2006
The University of Texas at Austin seal — McCombs MBA, 2009–2011
UT McCombs MBA Firm-sponsored · Finance, Marketing & Entrepreneurship Austin, TX · 2009–2011
Goldman Sachs logo — Private Wealth Management summer internship, 2010
Goldman Sachs PWM Summer 2010 · Investment mgmt · $10M+ households MBA internship
03 / EducationAcademic background

Two institutions that shaped how I think.

2009 – 2011

The University of Texas at Austin

McCombs School of Business · Austin, TX
Master of Business Administration

Concentration in Finance, Marketing & Entrepreneurship. McCombs Admissions Committee (1 of 41 selected). VP, External Affairs, McCombs Graduate Business Council. Principal, Texas Venture Labs.

2002 – 2006

Northwestern University

Weinberg College of Arts & Sciences · Evanston, IL
Bachelor of Arts · Political Science

Minor in Business Institutions. GPA 3.7. Weinberg College Dean's List, Winter 2004: Spring 2006. Greek Emerging Leaders; Campus Tour Guide & Peer Advisor.

Salesforce Certified
  • Sales Cloud Consultant
  • Service Cloud Consultant
  • Platform Administrator
  • Business Analyst
04 / Off the clockA few personal things

The Brandon outside the engagement letter.

Clients hire a person, not a brand. So a few things worth knowing about me.

Houston-based with my wife and daughter. There's a deck of cards within reach as I write this.

Family

Husband, girl-dad. Wife outranks me, by every metric.

Magic

Cards & close-up. Self-taught. Mostly humbling.

Broadway

Lifelong Broadway fan. Will fly for a good revival.

Travel

The trip is half the work, half the meal.

Eating

Always taking recommendations.

Begin a conversation

If I'm a fit, you'll know inside one meeting.

Initial conversations are confidential, complimentary, and short. I'll tell you within thirty minutes whether to engage, and who I'd refer you to if I'm not the right fit.

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