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James P. Plitz

James P. Plitz, but you can call him Jim, was born and raised in Central New Jersey. Jim earned a B.S. in Accounting from the College of New Jersey, and then his MBA, with a concentration in Finance, from Lehigh University. These degrees helped him through his early career in operations and project management with Ladenburg Thalmann, Prudential Insurance, and Travelers Insurance.


But Jim felt those roles were unfulfilling. He needed to find a career path in which he was able to help people. So, he went to law school and started down the path to becoming an estate planning attorney. Jim graduated magna cum laude and then earned the second highest score on the Arizona bar exam. Jim is also licensed to practice in Indiana, Kentucky, and New Mexico.


Jim started his career at the estate planning firm of Morris Hall. There he learned extensive estate planning techniques and practices through his 10+ year tenure – helping over 1,000 families successfully plan and administer their estates. Through that experience, Jim found true satisfaction – proper estate planning helps families!


Jim moved to Southern Indiana and quickly found that it is home – where he can be a part of the community and help as many families as possible. Joining Waters, Tyler, Hofmann & Scott provides him a greater opportunity to reach and work with families throughout New Albany, southern Indiana, and across the river in Kentucky.


Jim is married to Heather. They have three sons, Scott, Aiden, and Remy, and four dogs, Lily, Sasha, Trust, & Will. They enjoy exercise, taking drives in their Jeep, and entertaining the neighborhood with their Halloween display.


Jim feels strongly about giving back to the community. He is on the Board of Floyd County Animal Rescue League, Develop New Albany, and the Rotary Club of New Albany. He is also the president of the Southern Indian Estate Planning Council.