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 an independent consultant for Rodan and Fields and involved with Journey Evangelical Church. CoCreate Financial provides integrated wealth management to individuals, charitable organizations, pension plans, and closely held business owners. The firm uses discretionary investment management with model portfolios and third-party managers, emphasizing dividend-yielding stocks and bonds, and offers specialized services for business owners and family-office planning.

Emma Shaw is a financial advisor at CoCreate Financial with one year of industry experience. She holds a Series 65 credential and is based in Bozeman, MT. Prior to joining CoCreate Financial, Shaw held several roles in diverse industries including hospitality and retail. CoCreate Financial provides integrated wealth management services to individuals, charitable organizations, pension plans, and closely held business owners. The firm utilizes discretionary management through model portfolios and third-party managers, with a focus on dividend-yielding stocks and bonds, and offers specialized business consulting and family-office planning services.

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.