Todd Summers
Financial Strategist and Director of Real Estate Mortgages

Todd Summers is a Financial Strategist and the Director of Real Estate Mortgages at TriQuest Equity Management, a personal and business financial planning firm headquartered in Chesapeake, Virginia.

He has 14 years of experience in the financial industry and has always been known for his focus on client needs, not company wants.

Todd is a frequent guest on popular call-in financial shows on WNIS 790 AM because of his expertise in Home Equity Management, Retirement Planning, Roth IRA Conversions, Asset Management, and Equity Index Life and Annuity Contracts.

The career path to retirement planning
Todd's career began in the mortgage industry where he succeeded for 10 years as a Senior Loan Officer and Branch Manager. During this time it became clear to him that many people looked forward to their retirement years, but most of them were not quite sure how much money they'd have month-to-month and year-to-year.

This fueled Todd's desire to help people with their retirement goals and he became an expert in financial planning through mentoring programs and professional planning courses -- and now specializes in IRA to Roth IRA conversions and equity management planning.

Todd joined the TriQuest Equity Management team in 2005 and combined his mortgage and finance experience with TriQuest Equity Management’s unique wealth-building strategies to teach clients how to achieve the retirement income they deserve.

Through home equity management, retirement planning, Roth IRA Conversions, asset management, and Equity Index Life and Annuity Contracts, Todd helps hard-working individuals and families in Hampton Roads grow wealth through cutting-edge financial strategies.

Todd quickly built a loyal clientele and great reputation in Virginia Beach, Norfolk, Chesapeake, Suffolk, Portsmouth, and Hampton Roads, Virginia. Recent client comments include:

Scott & Robin N. of Hampton Roads “The financial planning program absolutely works. We moved forward with Todd Summer's home equity and retirement planning with some doubt and a leap of faith. A year later we are very happy. We have paid down our mortgage by more than $15,000 and our retirement account has done well in the last year.”

Steve and Angela of Virginia Beach “We are happy with the plan Todd Summers prepared for us. Everything is working just like he said it would. Believe it or not we have not lost any money, even in this market.”

Todd grew up in South Texas, moved to Hampton Roads in 1991 while serving in the U.S. Navy, and earned his bachelor's degree in finance from Saint Leo University in 1997. He and his wife of nearly two decades have two teenage children. His hobbies include anything to do with the outdoors: golf, fishing, canoeing, bike ridding, boating, and water skiing.

About TriQuest Equity Management
We are a financial planning company whose financial advisors specialize in converting deferred taxed IRA’s to tax free ROTH IRA’s, 401(k) strategies, home equity services, equity management, equity for life, home equity management, home equity uses, investment real estate equity, retirement planning, Roth IRA conversions, IRA conversions and fixed index products for clients in Virginia Beach, Norfolk, Chesapeake, Suffolk, Portsmouth, Newport News, Hampton, Williamsburg, Hampton Roads, Eastern Shore, Richmond, and throughout Virginia. Our retirement planning advisors and Roth IRA advisors are the backbone of our equity management company, and separate us from other asset management firms, financial advisor companies, and retirement planning firms.


For a no-cost phone consultation, feel free to call us at (757) 424-8901 or fill out this form.