Meet Our Founder
Aaron Thevenet
Owner | Financial Advisor
As the founder of PlanWell Investments & Strategies, Aaron works with clients who are constantly striving to improve—whether that means growing a business, increasing profitability, creating more opportunities for their family, or simply making better use of their time and resources. He believes many people already possess the knowledge and capability to achieve their goals; what they often need is a clearer understanding of their options, a more organized process, and the confidence to take action.
By helping clients better understand how their financial decisions align with their values, priorities, and long-term objectives, Aaron empowers them to move forward with greater clarity and purpose.
Who He Helps
Aaron is passionate about working with individuals who share an entrepreneurial mindset and a desire for continuous improvement. Many of his clients are business owners, professionals, and self-starters who are motivated by progress and constantly looking for more effective ways to achieve their goals. They are often balancing competing priorities, managing growing responsibilities, and searching for opportunities to improve efficiency in both their personal and financial lives.
Aaron believes one of his greatest strengths as an advisor is that he brings both professional expertise and firsthand entrepreneurial experience to the table. Having built and operated a business himself, he understands many of the challenges, opportunities, and decisions his clients face and enjoys helping them navigate those complexities with confidence.
How He Helps
A significant part of Aaron’s work involves helping clients identify blind spots, uncover opportunities they may not have considered, and better understand how their decisions impact their goals. By bringing greater organization and intentionality to the planning process, he helps clients uncover inefficiencies that may be limiting their progress and implement improvements that can produce meaningful results—often without requiring significant changes to their current lifestyle or risk tolerance.
His Approach
Aaron's approach is rooted in education, transparency, and collaboration. He believes the best financial decisions are made when clients fully understand not only what they are doing, but why they are doing it. Rather than simply recommending strategies, Aaron takes the time to ask thoughtful questions, understand each client's goals, and explain the pros and cons of potential solutions in a clear, relatable way.
Clients often describe him as honest, patient, dependable, and easy to talk to. He prides himself on communicating complex concepts in a way that is easy to understand, helping clients feel informed, empowered, and confident in the decisions they make.
Professional Journey
Aaron's entrepreneurial journey began at an early age when he and his older brother started a lawn and landscape company while still in grade school. They continued operating and growing the business through high school and college, gaining firsthand experience in leadership, client service, problem-solving, and business development.
The growth of this business allowed Aaron to invest in securities, and through that growth, continue building the business. As he repeated this cycle, taking returns and reinvesting, he eventually expanded his portfolio to real estate and other businesses. This cycle of compounding growth sparked a fascination with business and finance for Aaron, and he was eager to learn from conversations about investing, taxes, and strategy. From then on, he began actively looking for opportunities to better understand how people thought and made financial decisions.
This eventually led him to the financial services industry, where he began his career with New York Life in 2018. He later established PlanWell Investments & Strategies to provide more comprehensive and personalized planning for the individuals and families he serves.
Education
Double Bachelor of Science Degrees, University of Louisiana at Lafayette
Life Outside the Office
Aaron lives in Lafayette, Louisiana, with his wife Audrey and their growing family. Together, they have two young daughters, Eloise and Annie, and are excited to welcome their third daughter in the near future.
Outside of work, Aaron enjoys sharing great meals and conversations with family and friends, learning new things, and pursuing one of his greatest passions: bow hunting. A lifelong outdoorsman, he especially enjoys whitetail deer and elk hunting, along with fishing and other outdoor adventures.
Much of Aaron's outlook on life stems from the example set by his parents, who taught him the value of hard work, integrity, discipline, and sacrifice. Those principles continue to guide both his personal life and his work with clients.
A Q&A with Aaron
What's your favorite holiday or annual tradition?
Hunting season. From September to February, the weather cools, life slows down a bit, and I get to spend more time outdoors and have more downtime with family and friends.
What's your favorite part of your day?
Walking through the door after work and hearing my daughters yell, "Dad's home!" before rushing in for a hug.
If you could give one piece of advice to the next generation, what would it be?
Always be honest, do what's right, and do what you say you will do. Actions speak louder than words.
Do you have a favorite quote you live by?
"Continuous improvement is better than delayed perfection."
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