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Our Team

Visit Our Memory Lane
Sam Corey, III
Sam Corey, III
President & Managing Partner

in ✉️
​​Sam is originally from Pennsylvania and his long lineage of insurance industry leaders paved the way for his career. He joined The Brokerage Resource in 2003 to work side by side with his father, Sam Corey, Jr., heading up Marketing and Sales. In 2018 his dad stepped down and passed the torch onto Sam 3 to take over as President, and to continue to steer the firm in the direction his father had envisioned. In 2020 Sam partnered with Integrity to continue to grow and expand the business. His role today is President and Managing Parter. When not in the office, he enjoys spending time with his wife and children, deep sea fishing and golfing.
"A family business now part of a larger family."
Robiny Mitchell
Robiny Mitchell
V.P. Administration

​
in ✉️
Robiny was born and raised in New England and graduated from The Principia College in St. Louis, MO with a B.S. in Business. She began her insurance career in 1991 and moved to North Carolina in 1997 when she joined The Brokerage Resource. With over 20 years under her belt, she knows the answer to just about any question an agent throws at her. Mom of two and “bonus mom” of two more, she’s a huge animal lover who spends her free time helping find forever homes for Dachshunds in need. Robiny is licensed to sell all types of insurance products, but her role is that of Vice President of Administration. She spends her day handling licensing, commissions and technical questions for our agents.
"Our goal is to always treat our agents the way we would want to be treated." 
Carolyn Portanova
Carolyn Portanova
Director of Marketing

in ✉️
Carolyn, originally from New York, has a B.A. in French from Manhattanville University. She's an active mom of two and spends much of her free time at the beach honing her photography skills. In her former life she was a Team Lead with Apple, Inc. where she managed a team of sales agents for the Apple online store. Prior to that she worked in marketing and sales for Lactalis American Group in Manhattan. She joined The Brokerage Resource in 2012. As Director of Marketing, she overseas marketing and communications for the agency, including maintaining the company websites she designed and built. She also works closely with the firm's independent agents and financial advisors assisting them with their own marketing and branding.
"We're here to help you learn, grow and achieve your goals."
Mark Evan
Mark Evan
Sales Director, Life, LTC & Health Products

​in ✉️
Mark is another northerner on our team coming from Connecticut, but has lived in the Triangle area since 1995. He has been in the industry industry since 2009, working with companies such as Combined Insurance, Sterling Health Plans and Allstate in the past. Mark re-joined our team in July of 2017 and oversees our sales and compliance. He also assists our agents with offering Life and Long-term care products, ensuring they have the best products and information to offer their clients.  When not in the office Mark enjoys spending time in the mountains with his wife MJ.
"Our agents are our most important aspect of our business."
Cassandra Bennett
Cassandra Bennett
Medicare & Senior Solutions Sales Manager
​in ✉️
Cassandra grew up in New Jersey and was a Golf pro in another life, and continues to maintain her PGA status. She attended Fairleigh Dickinson University and is licensed to sell Medicare Supplement, Long-term Care, Final Expense, DI, Critical Illness and Life insurance. Cassandra joined the team in June 2014 and from the very beginning has had a knack for conversing and bringing out the best in her agents. She spends any amount of time needed to assist them with their sales and takes the time to explain complicated topics and processes ensuring they understand the Medicare Supplement marketplace. In her free time she enjoys spending time with friends, her dog, Faldo, gardening and traveling.
"Servicing our agents is not what we do, but who we are."
Derick Monaco
Derick Monaco
Medicare & Senior Solutions Sales Manager

in ✉️
Derick is originally from Pennsylvania and was a golf professional for 17 years. He graduated from Kutztown University in 2001 with a degree in Business Administration. He draws on his past customer service experience to exceed all expectations of his agents. He is licensed to sell Life and Health products, but focuses his attention on helping his agents understand the complexities of both Medicare Supplement and Medicare Advantage products. He enjoys many recreational activities and spending time with his wife Ashley and daughter Ella, when not in the office.
"A favorite quote: 'By failing to prepare, you're preparing to fail' ~ Ben Franklin."
Section divider type: waves -- position: bottom

Memory Lane

Sam Jr. - Our founder. June 1943 - April 2024
Sam, our gold coin winner for 2025 GameTime! October 2025
Derick happy with our GameTime S'mores swag ! October 2025
Robiny loving our latest swag drop! October 2025
Carolyn celebrates 13 years with TBR! October 2025
Mark wins the Game Time gold coin! November 2024
Christmas Lunch 2024 Apex, NC
Mark celebrates 8 years with us! July 2025
Sam Corey, III and Sam Corey, Jr. at the Mutual of Omaha 2017 Circle of Excellence trip - Greece.
Sam 3 and Sam Jr. on the Mutual of Omaha 2017 Circle of Excellence trip in Greece.
Robiny, Cassandra & Carolyn on International Women's Day. March 2022
Sam Corey Jr. and his wife at the Mutual of Omaha 2018 Circle of Excellence Trip - Lake Como, Italy.
Trenna Corey and Sam Jr. on the Mutual of Omaha 2018 Circle of Excellence Trip in Lake Como, Italy.
Carolyn working in the conference room. Casual Friday. November 2024
AEP Kickoff Event. August 2023
Sam Corey, Jr. and his wife at the Mutual of Omaha 2018 Circle of Excellence Trip - Interlaken, Switzerland.
Sam Jr. and his wife, Trenna, on the Mutual of Omaha 2018 Circle of Excellence Trip in Interlaken, Switzerland.
Sam Corey, III and his dad, Sam Corey, Jr.
Sam Corey, III has been named Chief Marketing & Operating Officer by President & CEO Sam Corey, Jr. August 2016
Mutual of Omaha luncheon at Ruth's Chris Steakhouse, Durham, NC.
Mutual of Omaha luncheon at Ruth's Chris Steakhouse, Durham, NC. November 2018
Cassandra Bennett and Carolyn Portanova.
Cassandra & Carolyn spontaneously wearing matching outfits. August 2015
Game Time ready! October 2020
Sam3 wearing the new Integrity swag. November 2021
Mark at Mutual of Omaha getting the full Wild Kingdom experience. June 2019
Derick representing Integrity and Mutual of Omaha swag. November 2021
Mutual of Omaha dinner at Nana Steak, Durham, NC.
Mutual of Omaha dinner at Nana Steak, Durham, NC. January 2018
Sam Corey, III and Robiny Rhea.
When a sweet witch named Candy brings us candy on Halloween. October 2017
Christmas dinner at Stoney River Steakhouse, Chapel Hill, NC.
Christmas dinner at Stoney River Steakhouse, Chapel Hill, NC. December 2017
Game Time gold coin winner, Carolyn! October 2022
Game Time gold coin winner Cassandra! November 2023
Game Time gold coin winner, Derick! November 2020
Game Time gold coin winner, Robiny! October 2021
Old offices in Durham, NC.
Our old offices in Durham, NC. May 2011
Scott Wittig and Sam Corey, III.
The NAILBA foundation awards grants to deserving organizations. In September 2014, we were proud to be a part of this and awarded a check to Lighthouse Family Pictured here are Scott Wittig and our Vice President, Sam Corey, III.
Integrity acquisition announcement - Sam 3 in his happy place on the water. April 2020
Sam Jr. at the NBA Fall conference. October 2015
The Brokerage Resource Christmas luncheon at Governor's Club, Chapel Hill, NC.
Christmas luncheon at Governor's Club, Chapel Hill, NC. December 2014
Carolyn celebrates 12 years with TBR. October 2024
Sam Jr. with David Murphy from North American Company at the spring NBA meeting in Dallas, TX. April 2017
Cassandra & Carolyn rocking Integrity swag for Spirit Week! October 2021
Carolyn Portanova and Cassandra Bennett at Booth Amphitheater.
Company event! Carolyn & Cassandra at Booth Amphitheater to see The Tedeschi Trucks Band. August 2016
Robiny getting things done! November 2024
Carolyn using her Integrity swag. October 2022
Derick taking advantage of some chill Integrity swag for Game Time. November 2021
Audrey & Carolyn in our Durham offices. January 2020
Mark Evan in Vegas for the Mutual of Omaha Medicare Supplement conference. March 2023
Sam 3 becomes a Managing Parter at Integrity. March 2020
Clay is working with us this summer! May 2016
Mark & Jimmy coordinated their outfits today! September 2014
Sam Jr. Office photo shoot. May 2011
Robiny's 24th work anniversary! December 2, 2021
Ready to kick off Game Time! October 2020
Audrey giving us one of her beautiful smiles. May 2016
Office champs with Carolyn, Mark & Cassandra! November 2017
Cassandra feelin' zen with her chill Integrity swag for Game Time. October 2021
Exterior of our offices in Apex, NC. January 2021
Sam3 sitting on a panel at the NBA Fall conference in Dallas, TX. October 2018
Bruce always has a smile for us! May 2011
Robiny with one of her fur babies. May 2011
Charlie grinning for the office photo shoot. May 2011
Mark and Jimmy with the NC Insurance Commissioner. July 2014

Connect

800.928.4998
919.489.3600
​919.419.0401 (fax)

[email protected]

​
1480 Chapel Ridge Road
Suite 200
​Apex, NC 27502

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