Michael G. Penney
As a Managing Partner for Pinpoint Wealth Partners, Michael’s career has been structured
around helping clients navigate through the complexity of estate and business succession
planning. He has been working with individuals, families and business owners for over four
decades to gain clarity for problems they may be facing where life insurance can be a vehicle to
get them from point A to point B. Michael is passionate about helping clients implement a plan
that provides them with true peace of mind.
Michael graduated from University of North Carolina – Chapel Hill and decided to enter the
financial services and insurance industry straight out of college because it looked interesting –
and he needed a job! Throughout the years, he grew to understand how insurance is an integral
part of holistic planning. He decided to establish his own firm to serve clients on their behalf,
rather than for the benefit of a corporation. In 2020, Michael’s firm has formally evolved into a
new company with multiple advisors called Pinpoint Wealth Partners. This new entity has
provided an opportunity to implement a succession plan structured to enable the firm to serve
clients for generations to come.
As an independent life insurance producer, Michael consistently involves himself with private
industry leadership groups to share best practices and grow his own knowledge base. He is a
current member of the Alpha study group through Lion Street, a leading national financial
services company owned by fiercely independent financial advisors. Prior to Lion Street, he was
affiliated with National Financial Partners (NFP) and served on the board from 2007 – 2011.
Michael is also active in his local community by serving on the board for The Jobs Partnerships,
a faith-based non-profit organization that is dedicated to building a healthy workforce through
the economically trapped in an effort to elevate their workplace abilities and attitudes and
Outside of the office, you will find Michael hiking, playing golf or spending time with his family
and friends. Michael and his wife Kim spend half of the year in the mountains of North
Carolina, where Michael maintains an office and plays as many rounds of golf at Diamond Creek
as possible. They are both active members of First Presbyterian Church of Orlando. Michael
uses kindness and trust to guide his belief system and he lives his life by the simple principle of
treating others the way he would like to be treated. His life motto includes the ideology that “the
only thing we can control in our lives is our attitude – and 90% of what we do is related to our
William T. Dudley
As a Managing Partner for Pinpoint Wealth Partners, Will has built his career around
establishing trusted relationships with the clients and advisors he serves. He actively works with
both new and existing clients to identify proactive planning opportunities and create successful
outcomes around their wealth. Will often partners with other advisors in the firm to expand
what’s possible and network to learn from and partner with other experts in the field.
Will brings a unique and natural gift of creating lasting relationships, solving problems and
helping others achieve successful outcomes. He grew up witnessing a multi-generational family
business first-hand and he understands the power and impact of successful planning. Will has
made it his mission to learn, understand and specialize in business planning, estate planning,
wealth transfer and preservation strategies, both for current and future generations.
As an alumnus of University of Georgia, Will immediately began his career in sales for a major
agronomics solutions distributor. He spent several years in this role before moving to a large
pharmaceuticals company where he climbed the ranks to Vice President of Sales, spending five
years with this company. Will tested the independent side of pharmaceutical sales for three years
following this role, where he was contracted by multiple companies to consult.
With a fresh perspective and an honest interest in making an impact on the financial services
industry, Will began working with Michael G. Penney Insurance in 2018. In an effort to connect
with and learn from like-minded industry individuals, he has become an active member of the
Central Florida Estate Planning Council. In 2020, the firm has formally evolved into a new
company with multiple advisors called Pinpoint Wealth Partners. This new entity has provided
an opportunity to implement a succession plan structured to enable the firm to serve clients for
generations to come.
Outside of the office, you will find Will spending time with his family and friends. He is
passionate about the outdoors and will most likely be on a golf course, fishing or hiking. Will is
a member of First Presbyterian Church of Orlando, he sits on the Board of Muscular Dystrophy
Association (MDA) and is an active member of Country Club of Orlando. Will strongly believes
in and lives his life by the simple motto, “work hard, play hard.”
Tiffany A. Matusz
She has worked with Michael G. Penney for 22 years. An alum of Florida State University, she has a background in both the P&C and Life Insurance industries. She assists with many different aspects of the firm, maintains client relationships and supports both Michael and Will with day to day business operations. A lifelong resident of Florida, she lives with her husband and son just outside of Orlando, loves the beach and spending time with family and friends.