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Matt Hudak, AAMS®, CFP®

Matt Hudak, AAMS®, CFP®

Financial Advisor

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 currently serves as Vice-President of the Board of Love in the Name of Christ and has served other organizations like Family Promise, a grassroots organization providing shelter and case management for homeless families. He volunteers raising service puppies for Canine Companions, and has also volunteered for an organization focused on recruiting and equipping foster parents,  Child Bridge of Montana

Matt 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.

 

Matt’s CFP® Profile

Christa Hudak, CFP®, ChFC®, CKA®

Christa Hudak, CFP®, ChFC®, CKA®

Financial Advisor

Christa 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 joined Co|Create as a Financial Advisor in 2019, and has an exceptionally deep and diverse range of experience to help her guide others toward a meaningful and satisfied life.  As Co|Create Financial’s first Chartered Financial Consultant®, she has completed the most comprehensive and rigorous financial planning educational program in the industry through the American College of Financial Services.

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 as its President. Christa is a Volunteer Puppy Raiser with Canine Companions, a national service dog organization that provides high quality assistance dogs to individuals with disabilities. Christa has raised four puppies for the organization, three of which are in service and one which is currently in professional training.

 

Christa’s CFP® Profile