CoCreate Financial

Christa Hudak is a CFP® and ChFC® with eight years of industry experience. She has worked at CoCreate Financial since 2019 and previously held roles at Raymond James Financial Services and Hudak & Associates, Inc. Outside of financial advising, she was involved with Journey Evangelical Church in 2019. CoCreate Financial provides integrated wealth management to individuals, charitable organizations, pension plans, and closely held business owners. The firm typically manages accounts on a discretionary basis using model portfolios, third-party managers, and dividend-yielding stocks and bonds, with a focus on wrap-fee programs and business-owner services.

Emma Shaw is a financial advisor at CoCreate Financial in Bozeman, MT, holding a Series 65 designation. She has been with CoCreate Financial since 2025 and has prior work experience in various roles outside the financial industry. CoCreate Financial provides integrated wealth management services to individuals, charitable organizations, pension plans, and closely held business owners. The firm employs discretionary investment management using model portfolios and third-party managers, with a focus on dividend-yielding stocks and bonds, and offers specialized business-owner services and family-office planning.

Matthew Hudak is a CFP® and holds a Series 66 license with 12 years of experience in financial advisory. He has worked at CoCreate Financial since 2018 and previously worked at Regal Financial and Raymond James Financial Services. CoCreate Financial provides integrated wealth management to individuals, charitable organizations, pension plans, and closely held business owners. The firm manages accounts primarily on a discretionary basis using model portfolios and third-party managers, with a focus on dividend-yielding stocks and bonds, and offers specialized services for business owners and family-office planning.