Bhavik Patel
Sandberg, Phoenix & von Gontard
Bhavik joined Sandberg Phoenix & von Gontard in 2004. He currently serves as the firm’s CEO and chair of the firm's executive committee. He oversees the strategy and direction of the firm, manages growth and expansion opportunities, and coaches the firm leaders.
Under his direction, the firm developed and implemented a strategic communications plan and rebranded to better reflect the firm’s values, culture and commitment to service. He has fostered and led the firm to grow to nearly 350 employees and approximately doubled the firm’s revenue in the last three years.
In addition to his work as CEO, he is chair of the firm’s Wealth Planning Group and Special Needs Planning Group and focuses in the following areas:
• Wealth/Tax Planning and Administration
• Business/Corporate Planning
• Special Needs Planning
• Probate and Trust Litigation
• FINRA Litigation
• Trademarks
Bhavik’s work with the special needs community extends outside of the firm. He is the founder and chairman of Families at Ease, a local not-for-profit entity focused on delivering information about programs, services and resources available for special needs children and their families. He is also committed to civic and philanthropic causes. Bhavik serves as a board member for the St. Louis Zoo; the membership co-chair for Young Presidents’ Organization (YPO), a global leadership community; a member of the board of directors for St. Louis ARC and Starkloff Disability Institute; and an emeritus board member of the Foster and Adoptive Coalition. He founded the Sandberg Phoenix Charitable Foundation and is this year’s co-chair for the Strategy Across the Board Gala.
