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Matt Hudak, AAMS®, CFP®

Financial Advisor
CoCreate Founder

Matt founded Co|Create Financial, based on the belief that Financial Planning should be about more than just maximizing your investment account values over the course of your life. Your financial resources gain their value based upon the things you use them to accomplish. Matt’s belief is that your money is connected to every area of your life, and either enhances or hinders depending on how it is used. Matt’s passion for helping his clients centers around this idea, that your purpose should be the driver behind your financial plan and your financial resources should empower you to live out that purpose.

Matt has been serving the financial needs of individuals and businesses since 2010 and has developed a broad base of experience to help his clients with their diverse financial needs. He began his career in property management, worked with mortgages and helped homebuyers develop savings plans and manage their budgets. In 2013, he became a Financial Planner for Raymond James, where he served clients in 15 different states and became a partner in the branch in 2014. He has worked closely with people in every stage of life, helped small business, and non-profits with their financial planning needs.

Matt is actively involved in the community. He presently is Board Chair of Family Promise of Gallatin Valley, a grassroots organization providing shelter and case management for homeless families. He volunteers raising service dogs for Canine Companions for Independence, is a licensed Foster Parent and volunteers for Child Bridge of Montana as an ambassador to region. He enjoys woodworking, playing various musical instruments, and loves doing all the things that make Bozeman a unique community. Most of all, he is passionate about spending time with people.

Christa Hudak

Christa Hudak, CDFA®

Financial Advisor

Christa joined Co|Create as a Financial Advisor in 2019 and is passionate about helping people utilize their money to live meaningful and significant lives. Christa began her career as a Financial Advisor at Raymond James in 2016, and has an exceptionally deep and diverse range of experience to help her guide others toward a meaningful and satisfied life.

In addition to serving others in vocational ministry, Christa worked as a paralegal in a family law office and is a Certified Divorce Financial Analyst®.  Christa enjoys helping people navigate even the most challenging situations and seeing them come to a place of health and wholeness.

Christa is excited to be at Co|Create Financial and have the opportunity to guide people in purposefully engaging with their money and resources to live out their beliefs, values and personal mission.

Christa is a volunteer with the CASA/GAL of Gallatin County as an advocate for abused and neglected children in Gallatin County; additionally, she serves on the board of CASA/GAL of Gallatin County. Christa is a Volunteer Puppy Raiser with Canine Companions for Independence, a national service dog organization that provides high quality assistance dogs to individuals with disabilities. Christa has raised three puppies for the organization, two of which are in service and one which is currently in professional training.

CoCreate Financial, LLC is a Registered Investment Advisor in the state of Montana.

This website is a publication of Co|Create Financial.  Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.  Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.  Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.  Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

Information on this web site is directed toward U.S. residents only. CoCreate Financial, LLC is registered as an investment adviser with the state of Montana. CoCreate Financial only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.  Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by the adviser), or product made reference to directly or indirectly on this website, or indirectly via hyperlink to any unaffiliated third-party website, will be profitable or equal to past performance levels.  All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance, strategy and results of your portfolio.  Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio.  Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.  Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.  The adviser may recommend the purchase of insurance-related products. Adviser is a licensed insurance agent with various insurance companies and may receive additional compensation for such transactions.