Meet Our Advisors

Michael R. Noland, CLU®, ChFC®, AEP®

Managing Principal

  • Over 40 Years of Financial Services Experience
  • Chartered Life Underwriter designation (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • National Association of Estate Planners & Councils (AEP®)
  • Founder of Integrated Financial - Tulsa, Oklahoma
  • BS/BA in Economics and Finance, University of Tulsa, Tulsa, Oklahoma
  • National Association of Estate Planners & Councils (NAEPC) – Current Board Member

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Professional and
Educational
Qualifications:

  • Managing Partner of Integrated Financial - Tulsa, Oklahoma
  • Investment Adviser Representative – Eagle Strategies LLC* - A Registered Investment Adviser
  • BS/BA in Economics and Finance, University of Tulsa, Tulsa, Oklahoma
  • Chartered Life Underwriter designation (CLU®), American College, Bryn Mawr, PA
  • Chartered Financial Consultant (ChFC®), American College, Bryn Mawr, PA
  • AEP® - National Association of Estate Planners & Councils – An AEP® is a person who has earned a graduate level specialization in estate planning designation in addition to already recognized professional credentials within the various disciplines of estate planning.
  • Past President of the Tulsa Estate Planning Forum, Director Emeritus
  • Past President and Member of the Board of Directors – Society of Financial Service Professionals (SFSP)
  • Past President – National Association of Insurance and Financial Advisors (NAIFA)
  • Member of Association for Advanced Life Underwriters (AALU) Washington, DC

*Integrated Financial is not owned or operated by Eagle Strategies LLC or its affiliates.

Community Involvement:

  • Tulsa Ballet Theater – Current Board Member, Past VP of Nominating Committee, Investment Committee Chairman and Endowment Committee Member
  • American Heart Association - Past Chairman and Member of the Board of Directors
  • Junior Achievement, Inc. - Past Vice-Chairman & Member of Board
  • University of Tulsa Alumni Board – Past President
  • University of Tulsa – Past Member of the Board of Trustees
  • University of Tulsa – 2004-2006 – Chairman of the Past Presidents Council
  • University of Tulsa – 2007-2010 – Past National Alumni Board of Directors and Member of Executive Committee
  • Hillcrest Medical Center Foundation – Past Member of the Board of Trustees and Executive Committee
  • Hillcrest Medical Center - Past President - Hillcrest Associates
  • Town & Country School - Past Treasurer and Member of the Board of Directors
  • Leadership Tulsa – Graduate and Current Member

Personal & Family

My experiences have resulted in many unique opportunities to collaborate with some of the nation’s highest regarded professionals from many disciplines – legal, tax, financial, and business planning matters; serving on boards as a guest speaker, and other collaborative efforts. I am a regular speaker at professional continuing educations meetings; including State Bar Associations and State Medical Associations. Additionally, I was a presenter at a nationally broadcast “Advisor Symposium” on November 12, 2015.

As a third generation Tulsan, being active in the community is important to me. I have served as either Chairman, President, Executive Committee member, Board member or Trustee of such organizations as The University of Tulsa, Hillcrest Medical Center Foundation, Junior Achievement, The American Heart Association, Tulsa Ballet, Mental Health Association of Tulsa, and Town & Country Schools and The American Cancer Society.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Market Watch

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