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Handal Dunaway LLC

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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Esteban H

Series 63, Series 65

New York, NY

Handal Dunaway LLC

Esteban Handal is the principal of Handal Dunaway LLC, an investment manager based in New York, NY. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at Nomura Securities International Inc. and Centerview Partners. Outside of advisory work, he is the founder and 50% owner of Washington Academy S.A. de C.V., a technical school offering various vocational courses in Monterrey, Mexico. Handal Dunaway LLC provides discretionary and non-discretionary portfolio management to individual and corporate clients, including high-net-worth individuals. The firm employs a mix of fundamental analysis and modern portfolio theory, with a broad investable universe that includes mutual funds, ETFs, derivatives, and margin transactions.

ESG / Sustainable investing
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