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Michael R. Noland, CLU®, ChFC®, AEP®

Financial Adviser

As the Managing Principal of Integrated Financial, Michael has spent more than four decades collaborating with some of the nation’s highest regarded professionals across many disciplines – legal, tax, financial, and accounting. This experience, coupled with his affiliations with the leading financial services company in the nation, allows him to provide his clients with an unsurpassed level of service, resources, perspective, and success in addressing diverse estate, financial and business planning challenges. Michael uses his unique four-step process to help successful individuals, entrepreneurs, privately owned companies, foundations, and Fortune 1000 corporations gain clarity and insight into their vision and goals for themselves, their families, their businesses, and their communities.

  • 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) – Past 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
  • As an AEP®, Michael adheres to a strict code of ethics and is nationally recognized for his expertise in working with clients regarding their planning goals and objectives.

*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

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.

"My son in law is a true American hero, and we are so grateful for his service to our country. He recently returned from his latest deployment and we are happy to have him home right now!"

Donna Schulze, RSA

Director of Operations and Investment Services

Donna was born and raised in Tulsa, OK. She attended the University of Oklahoma receiving her degree in Aviation with a minor in Education. Donna started her career as an Aviation Instructor for students seeking a Single/Multi Engine Pilot’s License and or wanting to acquire an Instrument rating on a current License.

Donna joined Integrated Financial in 1999. Responsible for assisting and supporting internal financial advisors, including, but not limited to, developing and preparing reports, organizing legal documents for review, installing software updates to comply with policy changes, filing and maintaining records, scheduling meetings and trips, and working on compliance matters. Process, monitor, and report on financial transactions of high-net-worth clients.Communicate with clients, and their legal or accounting representatives regarding issues or requests. Perform research, inquiries, or any steps necessary to solve problems. Manage daily office operations.

Donna is a Registered Service Assistant (RSA) holding FINRA Series 6 & 63 Securities licenses as well as a Licensed Service Assistant (LSA) holding a State Life & Health Insurance license.

In her free time, Donna and her husband enjoy traveling. They have vacationed in 35 States, 7 Countries on 4 Continents.

Nancy Stanley CLU®, ChFC®, FLMI®, RSA

Director of Client Services and Estate Coordination

Bio coming soon.

Alicia Stanley

Client Service Assistant

Bio coming soon.

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.